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
$162M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$447K
3
+$308K
4
MRO
Marathon Oil Corporation
MRO
+$281K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$1.73M
2
+$519K
3
+$288K
4
IBM icon
IBM
IBM
+$147K
5
KMB icon
Kimberly-Clark
KMB
+$127K

Sector Composition

1 Healthcare 18.31%
2 Technology 13.6%
3 Energy 12.11%
4 Industrials 9.04%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
77
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652
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52
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43
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+50
657
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658
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+210
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113
661
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45
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664
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675
$3K ﹤0.01%
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25 26
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