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
1151
$1K ﹤0.01%
+14
1152
$1K ﹤0.01%
+10
1153
$1K ﹤0.01%
37
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1154
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11
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1155
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1156
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1157
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64
+10
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1159
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165
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1160
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1161
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1162
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+10
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1164
$1K ﹤0.01%
98
+30
1165
– –
0
1166
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1167
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+12
1168
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27
-111
1169
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1170
$1K ﹤0.01%
+77
1171
$1K ﹤0.01%
8
1172
$1K ﹤0.01%
80
-9,009
1173
$1K ﹤0.01%
45
-48
1174
$1K ﹤0.01%
+20
1175
$1K ﹤0.01%
15
45 46
47
48 49