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
901
$3K ﹤0.01%
136
-64
902
$3K ﹤0.01%
21
+3
903
$3K ﹤0.01%
+205
904
$3K ﹤0.01%
260
+65
905
$3K ﹤0.01%
+137
906
$3K ﹤0.01%
40
907
$3K ﹤0.01%
+354
908
$3K ﹤0.01%
+175
909
$3K ﹤0.01%
43
910
$3K ﹤0.01%
59
+40
911
$3K ﹤0.01%
38
+10
912
$3K ﹤0.01%
23
913
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97
-13
914
$3K ﹤0.01%
68
-17
915
$3K ﹤0.01%
16
916
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51
917
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197
918
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919
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186
920
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67
921
$3K ﹤0.01%
86
+8
922
– –
0
923
– –
0
924
$3K ﹤0.01%
88
925
$3K ﹤0.01%
180
35 36
37
38 39