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
$159M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$404K
3
+$200K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$179K
5
AMLP icon
Alerian MLP ETF
AMLP
+$179K

Top Sells

1
+$466K
2
+$297K
3
+$129K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$114K
5
ABBV icon
AbbVie
ABBV
+$100K

Sector Composition

1 Healthcare 15.68%
2 Technology 13.09%
3 Energy 11.65%
4 Industrials 8.59%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.03%
5,000
+4,000
252
$47K 0.03%
852
-109
253
$47K 0.03%
1,143
254
$46K 0.03%
1,700
255
$44K 0.03%
888
+1
256
$44K 0.03%
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257
$44K 0.03%
502
258
$43K 0.03%
960
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259
$42K 0.03%
723
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260
$42K 0.03%
1,399
+1,350
261
$42K 0.03%
1,049
+2
262
$42K 0.03%
1,188
263
$41K 0.03%
+2,000
264
$41K 0.03%
300
265
$41K 0.03%
2,252
266
$40K 0.03%
856
-70
267
$40K 0.03%
434
268
$39K 0.02%
400
-23
269
$39K 0.02%
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270
$39K 0.02%
829
271
$38K 0.02%
353
272
$37K 0.02%
+6,866
273
$37K 0.02%
632
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274
$37K 0.02%
662
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275
$37K 0.02%
3,250
9 10
11
12 13