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
701
$7K ﹤0.01%
235
+22
702
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+100
703
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+662
704
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+153
705
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164
-5
706
$7K ﹤0.01%
31
707
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507
708
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153
709
$7K ﹤0.01%
208
-12
710
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59
+55
711
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171
-18
712
$7K ﹤0.01%
600
713
$6K ﹤0.01%
122
714
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202
+59
715
$6K ﹤0.01%
219
716
$6K ﹤0.01%
+646
717
– –
0
718
$6K ﹤0.01%
862
+418
719
$6K ﹤0.01%
83
-253
720
$6K ﹤0.01%
271
721
$6K ﹤0.01%
65
+61
722
$6K ﹤0.01%
150
-24
723
$6K ﹤0.01%
70
724
$6K ﹤0.01%
+109
725
$6K ﹤0.01%
316
27 28
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30 31