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
851
$4K ﹤0.01%
70
852
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0
853
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854
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855
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46
856
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317
-59
857
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858
$3K ﹤0.01%
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859
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0
860
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35
+9
861
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862
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42
863
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864
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865
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866
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0
867
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107
868
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105
869
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105
-7
870
$3K ﹤0.01%
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871
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872
$3K ﹤0.01%
26
+23
873
$3K ﹤0.01%
100
874
$3K ﹤0.01%
116
875
$3K ﹤0.01%
+99
33 34
35
36 37