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 Short 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
1551
– –
-200
1552
$0 ﹤0.01%
21
+4
1553
$0 ﹤0.01%
15
+3
1554
– –
-86
1555
$0 ﹤0.01%
+30
1556
– –
-228
1557
– –
0
1558
$0 ﹤0.01%
+1
1559
– –
-4,431
1560
– –
-80
1561
– –
-635
1562
– –
-2
1563
– –
-10
1564
– –
-29
1565
$0 ﹤0.01%
8
1566
$0 ﹤0.01%
14
-47
1567
$0 ﹤0.01%
6
1568
– –
-5,280
1569
– –
-1,000
1570
– –
0
1571
– –
-3,160
1572
– –
-256
1573
– –
-91
1574
– –
-1,687
1575
– –
-86
61 62
63
64 65