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
676
$8K ﹤0.01%
170
-15
677
$8K ﹤0.01%
303
-85
678
$8K ﹤0.01%
455
-81
679
$8K ﹤0.01%
+732
680
$8K ﹤0.01%
697
-172
681
$8K ﹤0.01%
168
682
$8K ﹤0.01%
180
-158
683
$8K ﹤0.01%
1,135
-1,447
684
$7K ﹤0.01%
214
-6
685
$7K ﹤0.01%
57
686
$7K ﹤0.01%
334
-12
687
$7K ﹤0.01%
1,450
-805
688
$7K ﹤0.01%
143
+26
689
$7K ﹤0.01%
83
690
$7K ﹤0.01%
207
-6
691
$7K ﹤0.01%
60
+18
692
$7K ﹤0.01%
100
-3
693
$7K ﹤0.01%
272
694
$7K ﹤0.01%
533
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695
$7K ﹤0.01%
269
+138
696
$7K ﹤0.01%
453
+22
697
$7K ﹤0.01%
203
698
$7K ﹤0.01%
500
+30
699
$7K ﹤0.01%
67
-12
700
$7K ﹤0.01%
13
+1
26 27
28
29 30