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
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$289K
3
+$192K
4
CVX icon
Chevron
CVX
+$180K
5
DTV
DIRECTV COM STK (DE)
DTV
+$130K

Top Sells

1
+$357K
2
+$300K
3
+$201K
4
WBA
Walgreens Boots Alliance
WBA
+$168K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Healthcare 17.02%
2 Technology 14.45%
3 Energy 13.55%
4 Industrials 8.63%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
+1,248
702
$3K ﹤0.01%
263
+1
703
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144
704
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+241
705
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+1
706
$3K ﹤0.01%
36
707
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167
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708
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709
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710
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500
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711
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60
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712
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714
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715
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60
716
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88
-103
717
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152
718
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720
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47
721
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722
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63
723
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70
724
$2K ﹤0.01%
162
725
$2K ﹤0.01%
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