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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$875K
3
+$736K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$429K
5
IYW icon
iShares US Technology ETF
IYW
+$419K

Top Sells

1
+$1.5M
2
+$165K
3
+$138K
4
CELG
Celgene Corp
CELG
+$136K
5
ABBV icon
AbbVie
ABBV
+$124K

Sector Composition

1 Technology 19.55%
2 Healthcare 12.95%
3 Industrials 10.01%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$8K ﹤0.01%
316
752
$8K ﹤0.01%
10
753
$8K ﹤0.01%
750
754
$8K ﹤0.01%
110
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755
$8K ﹤0.01%
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89
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202
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758
$8K ﹤0.01%
42
759
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225
760
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1,054
761
$8K ﹤0.01%
+100
762
$8K ﹤0.01%
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763
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54
764
$8K ﹤0.01%
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765
$8K ﹤0.01%
553
766
$8K ﹤0.01%
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767
$8K ﹤0.01%
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769
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770
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$7K ﹤0.01%
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772
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773
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69
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$7K ﹤0.01%
67
775
$7K ﹤0.01%
122
29 30
31
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