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
726
$1K ﹤0.01%
199
727
$1K ﹤0.01%
96
728
$1K ﹤0.01%
13
-87
729
$1K ﹤0.01%
+45
730
$1K ﹤0.01%
3
731
$1K ﹤0.01%
+67
732
$1K ﹤0.01%
+46
733
$1K ﹤0.01%
60
734
$1K ﹤0.01%
23
735
$1K ﹤0.01%
28
736
$1K ﹤0.01%
+14
737
$1K ﹤0.01%
30
738
$1K ﹤0.01%
+50
739
$1K ﹤0.01%
+13
740
$1K ﹤0.01%
+1,000
741
$1K ﹤0.01%
41
742
$1K ﹤0.01%
29
743
$1K ﹤0.01%
+22
744
$1K ﹤0.01%
+27
745
$1K ﹤0.01%
+41
746
$1K ﹤0.01%
82
747
$1K ﹤0.01%
+16
748
$1K ﹤0.01%
+36
749
$1K ﹤0.01%
39
750
$1K ﹤0.01%
+41
28 29
30
31 32