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
$159M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$404K
3
+$200K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$179K
5
AMLP icon
Alerian MLP ETF
AMLP
+$179K

Top Sells

1
+$466K
2
+$297K
3
+$129K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$114K
5
ABBV icon
AbbVie
ABBV
+$100K

Sector Composition

1 Healthcare 15.68%
2 Technology 13.09%
3 Energy 11.65%
4 Industrials 8.59%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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268
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145
378
$14K 0.01%
319
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379
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380
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382
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383
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$13K 0.01%
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385
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388
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156
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389
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390
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391
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119
392
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142
393
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322
394
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395
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396
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397
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131
398
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399
$11K 0.01%
448
400
$11K 0.01%
700
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