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
326
$14K 0.01%
368
327
$14K 0.01%
1,072
328
$14K 0.01%
250
329
$13K 0.01%
249
+20
330
$13K 0.01%
+500
331
$13K 0.01%
163
332
$13K 0.01%
232
+139
333
$13K 0.01%
283
+206
334
$13K 0.01%
145
335
$13K 0.01%
500
336
$13K 0.01%
644
+14
337
$13K 0.01%
+1,200
338
$13K 0.01%
2,400
+1,000
339
$13K 0.01%
145
-1,135
340
$13K 0.01%
179
341
$13K 0.01%
248
342
$13K 0.01%
312
343
$13K 0.01%
500
+400
344
$12K 0.01%
160
345
$12K 0.01%
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346
$12K 0.01%
525
347
$12K 0.01%
119
+37
348
$12K 0.01%
142
+94
349
$12K 0.01%
322
350
$12K 0.01%
1,000
12 13
14
15 16