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
26
$1.39M 1.06%
8,297
-298
27
$1.38M 1.05%
24,248
+84
28
$1.34M 1.02%
28,622
+7
29
$1.26M 0.96%
20,083
30
$1.22M 0.93%
10,927
+1,205
31
$1.2M 0.91%
76,460
32
$1.07M 0.82%
17,576
33
$1.03M 0.78%
13,620
+63
34
$961K 0.73%
12,083
-64
35
$933K 0.71%
17,528
36
$918K 0.7%
17,064
+28
37
$905K 0.69%
20,240
-600
38
$877K 0.67%
8,829
-197
39
$839K 0.64%
8,725
+524
40
$789K 0.6%
9,823
+3
41
$775K 0.59%
17,630
42
$745K 0.57%
9,824
+40
43
$723K 0.55%
10,486
-1,038
44
$722K 0.55%
8,336
-145
45
$704K 0.54%
32,278
46
$668K 0.51%
13,021
47
$652K 0.5%
5,659
48
$638K 0.49%
18,562
-404
49
$636K 0.48%
12,627
+25
50
$635K 0.48%
21,000
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