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
$159M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$404K
3
+$200K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$179K
5
AMLP icon
Alerian MLP ETF
AMLP
+$179K

Top Sells

1
+$466K
2
+$297K
3
+$129K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$114K
5
ABBV icon
AbbVie
ABBV
+$100K

Sector Composition

1 Healthcare 15.68%
2 Technology 13.09%
3 Energy 11.65%
4 Industrials 8.59%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
16
677
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146
+100
678
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83
679
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680
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681
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682
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50
683
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684
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685
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686
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36
687
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54
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688
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689
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+300
690
$3K ﹤0.01%
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691
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$2K ﹤0.01%
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695
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500
696
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697
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70
699
$2K ﹤0.01%
+58
700
$2K ﹤0.01%
88
26 27
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29 30