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
726
$6K ﹤0.01%
128
-311
727
$6K ﹤0.01%
88
+10
728
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105
729
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288
730
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731
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732
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860
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733
$6K ﹤0.01%
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734
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-51
735
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119
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736
$6K ﹤0.01%
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737
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738
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-619
739
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740
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30
-17
741
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46
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742
$6K ﹤0.01%
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743
$6K ﹤0.01%
142
744
$6K ﹤0.01%
60
745
$5K ﹤0.01%
410
+300
746
$5K ﹤0.01%
60
747
$5K ﹤0.01%
94
748
$5K ﹤0.01%
452
749
$5K ﹤0.01%
200
-36
750
$5K ﹤0.01%
+27
28 29
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