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
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$198K
3
+$135K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$95K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$84.3K

Top Sells

1
+$884K
2
+$753K
3
+$400K
4
SLB icon
SLB Limited
SLB
+$353K
5
INTU icon
Intuit
INTU
+$323K

Sector Composition

1 Healthcare 16.37%
2 Technology 13.88%
3 Energy 12.39%
4 Industrials 9.04%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
52
627
$2K ﹤0.01%
19
628
$2K ﹤0.01%
22
629
$2K ﹤0.01%
34
630
$2K ﹤0.01%
61
631
$2K ﹤0.01%
69
632
$2K ﹤0.01%
62
633
$2K ﹤0.01%
87
634
$2K ﹤0.01%
41
635
$2K ﹤0.01%
45
636
$2K ﹤0.01%
49
637
$2K ﹤0.01%
22
638
$2K ﹤0.01%
101
639
$2K ﹤0.01%
1,500
640
$2K ﹤0.01%
57
641
$2K ﹤0.01%
150
642
$2K ﹤0.01%
46
643
$2K ﹤0.01%
43
644
$2K ﹤0.01%
62
645
$2K ﹤0.01%
88
646
$2K ﹤0.01%
1
647
$2K ﹤0.01%
49
648
$2K ﹤0.01%
95
649
$2K ﹤0.01%
62
650
$2K ﹤0.01%
300
24 25
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