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 Ltd
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
351
$12K 0.01%
77
352
$12K 0.01%
+320
353
$12K 0.01%
+220
354
$12K 0.01%
+600
355
$11K 0.01%
268
356
$11K 0.01%
225
357
$11K 0.01%
432
358
$11K 0.01%
280
359
$11K 0.01%
+217
360
$11K 0.01%
200
361
$11K 0.01%
145
362
$11K 0.01%
103
363
$11K 0.01%
5
364
$11K 0.01%
1
365
$11K 0.01%
196
366
$11K 0.01%
2,980
+1,000
367
$11K 0.01%
+700
368
$10K 0.01%
700
369
$10K 0.01%
1,000
370
$10K 0.01%
707
371
$10K 0.01%
131
+92
372
$10K 0.01%
266
373
$10K 0.01%
234
+49
374
$10K 0.01%
+506
375
$10K 0.01%
542
13 14
15
16 17