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
$162M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1 +$889K
2 +$447K
3 +$308K
4
MRO
Marathon Oil Corporation
MRO
+$281K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1 +$1.73M
2 +$519K
3 +$288K
4
IBM icon
IBM
IBM
+$147K
5
KMB icon
Kimberly-Clark
KMB
+$127K

Sector Composition

1 Healthcare 18.31%
2 Technology 13.6%
3 Energy 12.11%
4 Industrials 9.04%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$5K ﹤0.01%
225
577
$5K ﹤0.01%
76
578
$5K ﹤0.01%
5
579
$5K ﹤0.01%
49
580
$5K ﹤0.01%
1,000
581
$5K ﹤0.01%
160
582
$5K ﹤0.01%
166
583
$5K ﹤0.01%
350
584
$5K ﹤0.01%
101
585
$5K ﹤0.01%
166
-88
586
$5K ﹤0.01%
2,980
587
$5K ﹤0.01%
137
588
$5K ﹤0.01%
105
589
$5K ﹤0.01%
568
+14
590
$4K ﹤0.01%
91
591
$4K ﹤0.01%
73
592
$4K ﹤0.01%
104
593
$4K ﹤0.01%
46
594
$4K ﹤0.01%
69
595
$4K ﹤0.01%
60
596
$4K ﹤0.01%
151
597
$4K ﹤0.01%
56
598
$4K ﹤0.01%
50
599
$4K ﹤0.01%
145
600
$4K ﹤0.01%
59