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 Ltd
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
676
$1K ﹤0.01%
+26
677
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+44
678
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+8
679
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25
680
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681
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682
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683
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684
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685
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686
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687
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688
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689
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690
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691
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+48
692
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693
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694
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125
695
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40
696
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152
697
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+18
698
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+47
699
$1K ﹤0.01%
+5
700
$1K ﹤0.01%
23
26 27
28
29 30