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
801
$4K ﹤0.01%
134
+8
802
$4K ﹤0.01%
212
803
– –
0
804
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96
+90
805
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157
-15
806
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84
-8
807
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68
808
$4K ﹤0.01%
200
809
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47
+3
810
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22
811
$4K ﹤0.01%
+201
812
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59
+2
813
$4K ﹤0.01%
180
814
$4K ﹤0.01%
88
815
$4K ﹤0.01%
61
-7
816
$4K ﹤0.01%
247
817
$4K ﹤0.01%
+20
818
$4K ﹤0.01%
66
-9
819
$4K ﹤0.01%
+155
820
$4K ﹤0.01%
41
-46
821
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55
-11
822
$4K ﹤0.01%
62
823
$4K ﹤0.01%
31
+3
824
$4K ﹤0.01%
83
+77
825
$4K ﹤0.01%
+46
31 32
33
34 35