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
$166M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Sells

1 +$1.81M
2 +$650K
3 +$578K
4
GLD icon
SPDR Gold Trust
GLD
+$256K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 16.8%
2 Healthcare 16.44%
3 Energy 13.77%
4 Industrials 8.26%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
945
527
$7K ﹤0.01%
561
528
$7K ﹤0.01%
100
529
$7K ﹤0.01%
172
530
$7K ﹤0.01%
92
531
$7K ﹤0.01%
159
532
$7K ﹤0.01%
193
533
$7K ﹤0.01%
300
534
$7K ﹤0.01%
165
535
$7K ﹤0.01%
11
536
$7K ﹤0.01%
+202
537
$7K ﹤0.01%
139
538
0
539
$7K ﹤0.01%
17
540
$7K ﹤0.01%
62
541
$7K ﹤0.01%
199
+20
542
$7K ﹤0.01%
109
-10
543
$7K ﹤0.01%
196
544
$6K ﹤0.01%
109
545
$6K ﹤0.01%
31
546
$6K ﹤0.01%
102
547
$6K ﹤0.01%
295
548
$6K ﹤0.01%
77
549
$6K ﹤0.01%
72
550
$6K ﹤0.01%
140