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
1201
$1K ﹤0.01%
152
1202
$1K ﹤0.01%
20
1203
$1K ﹤0.01%
+19
1204
$1K ﹤0.01%
+93
1205
$1K ﹤0.01%
13
1206
$1K ﹤0.01%
+13
1207
$1K ﹤0.01%
+37
1208
$1K ﹤0.01%
18
1209
$1K ﹤0.01%
44
-20
1210
$1K ﹤0.01%
40
1211
$1K ﹤0.01%
18
1212
$1K ﹤0.01%
45
-25
1213
$1K ﹤0.01%
89
1214
$1K ﹤0.01%
51
-15
1215
$1K ﹤0.01%
17
1216
$1K ﹤0.01%
+101
1217
$1K ﹤0.01%
27
+14
1218
$1K ﹤0.01%
34
1219
$1K ﹤0.01%
+58
1220
$1K ﹤0.01%
+16
1221
$1K ﹤0.01%
+56
1222
$1K ﹤0.01%
30
1223
$1K ﹤0.01%
67
1224
$1K ﹤0.01%
18
-11
1225
$1K ﹤0.01%
+16
47 48
49
50 51