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
251
$29K 0.02%
375
252
$29K 0.02%
1,089
+545
253
$29K 0.02%
1,138
+500
254
$28K 0.02%
281
255
$28K 0.02%
366
256
$28K 0.02%
2,430
257
$28K 0.02%
353
258
$28K 0.02%
502
259
$28K 0.02%
393
260
$28K 0.02%
1,455
261
$27K 0.02%
2,076
262
$27K 0.02%
427
263
$27K 0.02%
1,100
+500
264
$26K 0.02%
516
-346
265
$26K 0.02%
51
+36
266
$26K 0.02%
674
-1,270
267
$26K 0.02%
1,000
268
$26K 0.02%
531
269
$25K 0.02%
300
-230
270
$25K 0.02%
459
271
$25K 0.02%
454
-287
272
$25K 0.02%
271
273
$25K 0.02%
550
274
$24K 0.02%
606
275
$24K 0.02%
800
9 10
11
12 13