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
$132M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$198K
3
+$135K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$95K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$84.3K

Top Sells

1
+$884K
2
+$753K
3
+$400K
4
SLB icon
SLB Limited
SLB
+$353K
5
INTU icon
Intuit
INTU
+$323K

Sector Composition

1 Healthcare 16.37%
2 Technology 13.88%
3 Energy 12.39%
4 Industrials 9.04%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.03%
300
227
$39K 0.03%
423
+23
228
$39K 0.03%
829
-342
229
$38K 0.03%
897
230
$38K 0.03%
887
+180
231
$36K 0.03%
434
+101
232
$36K 0.03%
1,122
233
$36K 0.03%
4,000
234
$36K 0.03%
2,252
235
$35K 0.03%
1,700
236
$34K 0.03%
900
-928
237
$34K 0.03%
1,600
238
$34K 0.03%
1,084
+2
239
$34K 0.03%
2,080
+1,000
240
$33K 0.03%
1,646
241
$33K 0.03%
978
242
$32K 0.02%
511
-35
243
$32K 0.02%
790
244
$30K 0.02%
800
245
$30K 0.02%
1,151
246
$30K 0.02%
498
247
$30K 0.02%
1,250
248
$30K 0.02%
600
249
$30K 0.02%
3,250
+1,000
250
$29K 0.02%
74,880
8 9
10
11 12