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
376
$10K 0.01%
272
377
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+50
378
$10K 0.01%
200
379
$10K 0.01%
780
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380
– –
0
381
$10K 0.01%
288
-38
382
$10K 0.01%
347
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383
$10K 0.01%
+500
384
$9K 0.01%
500
385
$9K 0.01%
625
386
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+300
387
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286
388
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186
389
$9K 0.01%
300
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390
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620
391
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130
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392
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393
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83
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394
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$9K 0.01%
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396
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398
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399
$9K 0.01%
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400
$8K 0.01%
284
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16
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