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
1226
$1K ﹤0.01%
13
-8
1227
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32
+3
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1230
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52
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1231
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10
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1233
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1234
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1236
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$1K ﹤0.01%
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1239
$1K ﹤0.01%
50
1240
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+38
1241
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1242
$1K ﹤0.01%
+35
1243
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8
1244
$1K ﹤0.01%
267
1245
$1K ﹤0.01%
+36
1246
$1K ﹤0.01%
76
+3
1247
$1K ﹤0.01%
+777
1248
$1K ﹤0.01%
+15
1249
$1K ﹤0.01%
37
1250
$1K ﹤0.01%
22
-14
48 49
50
51 52