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
876
$3K ﹤0.01%
132
877
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32
-3
878
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120
+26
879
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292
880
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117
+67
881
$3K ﹤0.01%
206
882
– –
0
883
$3K ﹤0.01%
93
884
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317
885
$3K ﹤0.01%
396
+242
886
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106
887
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43
888
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21
889
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127
890
$3K ﹤0.01%
72
891
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21
-3
892
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+50
893
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23
894
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138
-52
895
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31
+18
896
$3K ﹤0.01%
+8
897
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62
898
$3K ﹤0.01%
65
899
$3K ﹤0.01%
+300
900
$3K ﹤0.01%
150
-25
34 35
36
37 38