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
1351
$1K ﹤0.01%
62
-18
1352
$1K ﹤0.01%
23
1353
$1K ﹤0.01%
24
1354
$1K ﹤0.01%
90
1355
$1K ﹤0.01%
55
1356
$1K ﹤0.01%
35
1357
$1K ﹤0.01%
+63
1358
$1K ﹤0.01%
+21
1359
$1K ﹤0.01%
30
1360
$1K ﹤0.01%
300
1361
$1K ﹤0.01%
47
1362
$1K ﹤0.01%
252
1363
$1K ﹤0.01%
+156
1364
$1K ﹤0.01%
28
1365
$1K ﹤0.01%
+8
1366
$1K ﹤0.01%
63
+23
1367
$1K ﹤0.01%
18
+4
1368
$1K ﹤0.01%
+11
1369
$1K ﹤0.01%
+52
1370
$1K ﹤0.01%
98
+81
1371
$1K ﹤0.01%
12
+2
1372
$1K ﹤0.01%
11
+2
1373
$1K ﹤0.01%
+26
1374
0
1375
$1K ﹤0.01%
23