TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$358K
3
+$228K
4
AMZN icon
Amazon
AMZN
+$224K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$184K

Top Sells

1
+$502K
2
+$432K
3
+$342K
4
PBR icon
Petrobras
PBR
+$302K
5
XOM icon
Exxon Mobil
XOM
+$271K

Sector Composition

1 Healthcare 14.38%
2 Technology 13.71%
3 Industrials 11.2%
4 Consumer Discretionary 8.45%
5 Financials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
131
-26
652
$9K ﹤0.01%
336
653
$9K ﹤0.01%
88
654
$9K ﹤0.01%
251
+75
655
$8K ﹤0.01%
+30
656
$8K ﹤0.01%
500
657
$8K ﹤0.01%
388
658
$8K ﹤0.01%
71
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659
$8K ﹤0.01%
110
-23
660
$8K ﹤0.01%
77
-245
661
$8K ﹤0.01%
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662
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28
663
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664
$8K ﹤0.01%
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-24
665
$8K ﹤0.01%
15
+1
666
$8K ﹤0.01%
441
+393
667
$8K ﹤0.01%
205
668
$8K ﹤0.01%
145
669
$8K ﹤0.01%
705
-105
670
$8K ﹤0.01%
175
+50
671
$8K ﹤0.01%
140
672
$8K ﹤0.01%
67
673
$8K ﹤0.01%
400
-153
674
$8K ﹤0.01%
151
-4
675
$8K ﹤0.01%
140
25 26
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