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
301
$18K 0.01%
+2,190
302
$18K 0.01%
238
303
$17K 0.01%
241
+216
304
$17K 0.01%
278
+185
305
$17K 0.01%
516
306
$17K 0.01%
233
+161
307
$17K 0.01%
1,000
308
$17K 0.01%
650
309
$16K 0.01%
4,510
310
$16K 0.01%
277
+218
311
$16K 0.01%
609
312
$16K 0.01%
98
313
$16K 0.01%
448
+292
314
$16K 0.01%
321
+2
315
$16K 0.01%
+359
316
$16K 0.01%
799
+703
317
$16K 0.01%
157
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318
$15K 0.01%
305
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319
$15K 0.01%
253
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320
$15K 0.01%
352
321
$15K 0.01%
374
322
$15K 0.01%
173
+150
323
$15K 0.01%
3,076
+2,815
324
$15K 0.01%
1,123
325
$15K 0.01%
209
11 12
13
14 15