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%
+57
602
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+150
603
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604
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605
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606
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607
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+1
608
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+27
609
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610
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611
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612
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617
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619
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+1,500
620
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+46
621
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+50
622
$2K ﹤0.01%
+97
623
$2K ﹤0.01%
+63
624
$2K ﹤0.01%
+96
625
$2K ﹤0.01%
+27
23 24
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