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
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$404K
3
+$200K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$179K
5
AMLP icon
Alerian MLP ETF
AMLP
+$179K

Top Sells

1
+$466K
2
+$297K
3
+$129K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$114K
5
ABBV icon
AbbVie
ABBV
+$100K

Sector Composition

1 Healthcare 15.68%
2 Technology 13.09%
3 Energy 11.65%
4 Industrials 8.59%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
36
802
$1K ﹤0.01%
19
803
$1K ﹤0.01%
16
-1,106
804
$1K ﹤0.01%
45
805
$1K ﹤0.01%
30
806
$1K ﹤0.01%
1,500
807
$1K ﹤0.01%
16
+1
808
$1K ﹤0.01%
12
809
$1K ﹤0.01%
26
810
$1K ﹤0.01%
44
811
$1K ﹤0.01%
8
812
$1K ﹤0.01%
46
813
$1K ﹤0.01%
25
814
$1K ﹤0.01%
28
815
$1K ﹤0.01%
43
816
$1K ﹤0.01%
32
817
$1K ﹤0.01%
32
818
$1K ﹤0.01%
13
819
$1K ﹤0.01%
8
820
$1K ﹤0.01%
51
821
$1K ﹤0.01%
22
822
$1K ﹤0.01%
3
823
$1K ﹤0.01%
67
824
$1K ﹤0.01%
23
825
$1K ﹤0.01%
18
31 32
33
34 35