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
601
$2K ﹤0.01%
+150
602
$2K ﹤0.01%
+46
603
$2K ﹤0.01%
+43
604
$2K ﹤0.01%
+62
605
$2K ﹤0.01%
+88
606
$2K ﹤0.01%
+1
607
$2K ﹤0.01%
+27
608
$2K ﹤0.01%
+49
609
$2K ﹤0.01%
+95
610
$2K ﹤0.01%
+39
611
$2K ﹤0.01%
+36
612
$2K ﹤0.01%
+300
613
$2K ﹤0.01%
+67
614
$2K ﹤0.01%
+16
615
$2K ﹤0.01%
+71
616
$2K ﹤0.01%
+83
617
$2K ﹤0.01%
+81
618
$2K ﹤0.01%
+1,500
619
$2K ﹤0.01%
+46
620
$2K ﹤0.01%
+50
621
$2K ﹤0.01%
+97
622
$2K ﹤0.01%
+63
623
$2K ﹤0.01%
+96
624
$2K ﹤0.01%
+27
625
$2K ﹤0.01%
+57
23 24
25
26 27