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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$875K
3
+$736K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$429K
5
IYW icon
iShares US Technology ETF
IYW
+$419K

Top Sells

1
+$1.5M
2
+$165K
3
+$138K
4
CELG
Celgene Corp
CELG
+$136K
5
ABBV icon
AbbVie
ABBV
+$124K

Sector Composition

1 Technology 19.55%
2 Healthcare 12.95%
3 Industrials 10.01%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16K 0.01%
519
-233
602
$16K 0.01%
203
603
$16K 0.01%
2,100
604
$16K 0.01%
860
605
$16K 0.01%
500
606
$16K 0.01%
368
+28
607
$16K 0.01%
101
+24
608
$16K 0.01%
130
+28
609
$16K 0.01%
+110
610
$15K 0.01%
836
+573
611
$15K 0.01%
+310
612
$15K 0.01%
161
+156
613
$15K 0.01%
94
614
$15K 0.01%
136
+56
615
$15K 0.01%
656
-26
616
$15K 0.01%
124
+62
617
$15K 0.01%
+333
618
$15K 0.01%
499
619
$15K 0.01%
1,000
+200
620
$15K 0.01%
406
621
$15K 0.01%
897
-1,371
622
$15K 0.01%
+123
623
$14K 0.01%
101
+15
624
$14K 0.01%
169
625
$14K 0.01%
368
23 24
25
26 27