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
1026
– –
0
1027
$2K ﹤0.01%
+105
1028
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+43
1029
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105
+48
1030
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2
1031
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125
1032
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44
1033
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20
-8
1034
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26
1035
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+51
1036
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55
+23
1037
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+18
1038
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104
1039
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93
-20
1040
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125
-167
1041
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183
-144
1042
$2K ﹤0.01%
115
1043
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+174
1044
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75
1045
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29
1046
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37
+5
1047
$2K ﹤0.01%
111
+12
1048
$2K ﹤0.01%
8
+2
1049
$2K ﹤0.01%
280
-141
1050
$2K ﹤0.01%
25
+3
40 41
42
43 44