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
701
$2K ﹤0.01%
+100
702
$2K ﹤0.01%
44
703
$2K ﹤0.01%
252
704
$2K ﹤0.01%
500
705
$2K ﹤0.01%
52
706
$2K ﹤0.01%
19
707
$2K ﹤0.01%
22
708
$2K ﹤0.01%
21
709
$2K ﹤0.01%
34
710
$2K ﹤0.01%
61
711
$2K ﹤0.01%
62
712
$2K ﹤0.01%
16
713
$2K ﹤0.01%
87
714
$2K ﹤0.01%
41
715
$2K ﹤0.01%
22
716
$2K ﹤0.01%
199
717
$2K ﹤0.01%
+187
718
$2K ﹤0.01%
96
719
$2K ﹤0.01%
147
720
$2K ﹤0.01%
13
721
$2K ﹤0.01%
88
722
$2K ﹤0.01%
1
723
$2K ﹤0.01%
49
724
$2K ﹤0.01%
62
725
$2K ﹤0.01%
+21
27 28
29
30 31