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
626
$2K ﹤0.01%
+57
627
$2K ﹤0.01%
+46
628
$2K ﹤0.01%
+7
629
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+95
630
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631
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632
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+179
633
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+49
634
$2K ﹤0.01%
+15,000
635
$2K ﹤0.01%
+100
636
$2K ﹤0.01%
+25
637
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638
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639
$1K ﹤0.01%
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640
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641
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642
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643
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644
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645
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+28
646
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+30
647
$1K ﹤0.01%
+41
648
$1K ﹤0.01%
+29
649
$1K ﹤0.01%
+82
650
$1K ﹤0.01%
+39
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