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
1251
$1K ﹤0.01%
+96
1252
$1K ﹤0.01%
+204
1253
$1K ﹤0.01%
+24
1254
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+29
1255
$1K ﹤0.01%
2
1256
$1K ﹤0.01%
72
1257
$1K ﹤0.01%
+35
1258
$1K ﹤0.01%
111
+41
1259
$1K ﹤0.01%
7
-2
1260
$1K ﹤0.01%
+12
1261
$1K ﹤0.01%
59
1262
$1K ﹤0.01%
48
+14
1263
$1K ﹤0.01%
12
1264
– –
0
1265
$1K ﹤0.01%
49
1266
$1K ﹤0.01%
+122
1267
$1K ﹤0.01%
+59
1268
$1K ﹤0.01%
41
1269
$1K ﹤0.01%
68
1270
$1K ﹤0.01%
+91
1271
$1K ﹤0.01%
+15
1272
$1K ﹤0.01%
+46
1273
$1K ﹤0.01%
47
1274
$1K ﹤0.01%
60
-31
1275
$1K ﹤0.01%
119
+33
49 50
51
52 53