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 Limited
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
776
$1K ﹤0.01%
67
777
$1K ﹤0.01%
+18
778
$0 ﹤0.01%
+171
779
$0 ﹤0.01%
+23
780
$0 ﹤0.01%
+165
781
$0 ﹤0.01%
+164
782
– –
-4,000
783
$0 ﹤0.01%
+21
784
– –
-1,255
785
– –
-2,511
786
$0 ﹤0.01%
+2,392
787
$0 ﹤0.01%
+622
788
$0 ﹤0.01%
274
-18
789
– –
-2,259
790
– –
0
791
– –
-969
792
$0 ﹤0.01%
+2,000
793
– –
-275
794
– –
-62
795
– –
-1,125
796
$0 ﹤0.01%
+96
797
$0 ﹤0.01%
+384
798
$0 ﹤0.01%
+33
799
$0 ﹤0.01%
+363
800
$0 ﹤0.01%
+153
30 31
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