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
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$289K
3
+$192K
4
CVX icon
Chevron
CVX
+$180K
5
DTV
DIRECTV COM STK (DE)
DTV
+$130K

Top Sells

1
+$357K
2
+$300K
3
+$201K
4
WBA
Walgreens Boots Alliance
WBA
+$168K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Healthcare 17.02%
2 Technology 14.45%
3 Energy 13.55%
4 Industrials 8.63%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K 0.01%
350
+10
377
$15K 0.01%
315
+128
378
$15K 0.01%
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379
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416
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380
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365
381
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382
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396
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229
384
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385
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225
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387
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389
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390
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392
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393
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394
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395
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396
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525
398
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399
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400
$13K 0.01%
111
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