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
751
$1K ﹤0.01%
+37
752
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+18
753
$1K ﹤0.01%
+19
754
$1K ﹤0.01%
146
755
$1K ﹤0.01%
+48
756
$1K ﹤0.01%
+10
757
$1K ﹤0.01%
+160
758
$1K ﹤0.01%
+40
759
$1K ﹤0.01%
+81
760
$1K ﹤0.01%
+399
761
$1K ﹤0.01%
+70
762
$1K ﹤0.01%
95
763
$1K ﹤0.01%
+14
764
$1K ﹤0.01%
+30
765
$1K ﹤0.01%
24
766
$1K ﹤0.01%
39
767
$1K ﹤0.01%
+18
768
$1K ﹤0.01%
+180
769
$1K ﹤0.01%
79
770
$1K ﹤0.01%
+14
771
$1K ﹤0.01%
+84
772
$1K ﹤0.01%
70
773
$1K ﹤0.01%
+52
774
$1K ﹤0.01%
56
775
$1K ﹤0.01%
43
29 30
31
32 33