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
651
$2K ﹤0.01%
67
652
$2K ﹤0.01%
16
653
$2K ﹤0.01%
10
654
$2K ﹤0.01%
71
655
$2K ﹤0.01%
83
656
$2K ﹤0.01%
80
-547
657
$2K ﹤0.01%
81
658
$2K ﹤0.01%
1,500
659
$2K ﹤0.01%
46
660
$2K ﹤0.01%
97
661
$2K ﹤0.01%
63
662
$2K ﹤0.01%
27
663
$2K ﹤0.01%
57
664
$2K ﹤0.01%
+121
665
$2K ﹤0.01%
225
666
$2K ﹤0.01%
7
667
$2K ﹤0.01%
68
-400
668
$2K ﹤0.01%
41
669
$2K ﹤0.01%
49
670
– –
0
671
$2K ﹤0.01%
52
672
$1K ﹤0.01%
+48
673
$1K ﹤0.01%
+21
674
$1K ﹤0.01%
+29
675
$1K ﹤0.01%
125
25 26
27
28 29