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
276
$24K 0.02%
452
277
$24K 0.02%
1,959
278
$24K 0.02%
478
+45
279
$24K 0.02%
452
280
$23K 0.02%
1,538
281
$23K 0.02%
473
+250
282
$23K 0.02%
493
+6
283
$23K 0.02%
798
+610
284
$23K 0.02%
321
285
$22K 0.02%
240
286
$22K 0.02%
3,497
-1,982
287
$22K 0.02%
456
288
$22K 0.02%
776
289
$22K 0.02%
583
290
$21K 0.02%
2,250
291
– –
0
292
$21K 0.02%
414
+254
293
$21K 0.02%
4
+3
294
$20K 0.02%
2,301
295
$20K 0.02%
636
296
$20K 0.02%
1,735
297
$20K 0.02%
+1,800
298
$20K 0.02%
337
299
$19K 0.01%
610
300
$18K 0.01%
822
10 11
12
13 14