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 Ltd
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
576
$3K ﹤0.01%
160
577
$3K ﹤0.01%
+270
578
$3K ﹤0.01%
89
579
$3K ﹤0.01%
119
580
$3K ﹤0.01%
200
581
$3K ﹤0.01%
500
582
$3K ﹤0.01%
62
583
$3K ﹤0.01%
63
584
$3K ﹤0.01%
50
585
$3K ﹤0.01%
100
586
$3K ﹤0.01%
33
587
$3K ﹤0.01%
+32
588
$3K ﹤0.01%
147
589
$3K ﹤0.01%
79
590
$3K ﹤0.01%
43
591
$3K ﹤0.01%
78
592
$3K ﹤0.01%
42
593
$3K ﹤0.01%
125
594
$3K ﹤0.01%
89
595
$3K ﹤0.01%
+65
596
$3K ﹤0.01%
167
597
$3K ﹤0.01%
39
598
$3K ﹤0.01%
171
599
$3K ﹤0.01%
+359
600
$3K ﹤0.01%
+76
22 23
24
25 26