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
826
$4K ﹤0.01%
174
-4
827
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178
+151
828
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+139
829
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264
830
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63
+7
831
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+165
832
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+103
833
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108
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834
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835
$4K ﹤0.01%
57
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836
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837
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-5
838
$4K ﹤0.01%
24
-41
839
$4K ﹤0.01%
14
-3
840
$4K ﹤0.01%
273
841
$4K ﹤0.01%
36
842
$4K ﹤0.01%
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-94
843
$4K ﹤0.01%
+26
844
$4K ﹤0.01%
1,000
-54
845
$4K ﹤0.01%
143
846
$4K ﹤0.01%
62
847
$4K ﹤0.01%
83
-93
848
$4K ﹤0.01%
25
+9
849
$4K ﹤0.01%
55
-3
850
$4K ﹤0.01%
9
+1
32 33
34
35 36