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
1801
– –
-34
1802
– –
-6
1803
– –
-73
1804
$0 ﹤0.01%
11
+5
1805
– –
-30
1806
– –
-8
1807
$0 ﹤0.01%
15
-3
1808
– –
-8
1809
– –
-49
1810
$0 ﹤0.01%
+3
1811
$0 ﹤0.01%
25
1812
$0 ﹤0.01%
1
1813
$0 ﹤0.01%
+10
1814
– –
-30
1815
$0 ﹤0.01%
6
1816
$0 ﹤0.01%
+10
69 70 71 72
73