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
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1 +$7.4M
2 +$7.04M
3 +$6.12M
4
IBM icon
IBM
IBM
+$5.06M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.6%
2 Technology 13.39%
3 Energy 12.63%
4 Industrials 8.71%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$4K ﹤0.01%
+143
477
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+475
478
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480
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481
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482
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486
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487
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489
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497
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498
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499
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+501
500
$4K ﹤0.01%
+92