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
$166M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Sells

1 +$1.81M
2 +$650K
3 +$578K
4
GLD icon
SPDR Gold Trust
GLD
+$256K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$221K

Sector Composition

1 Technology 16.8%
2 Healthcare 16.44%
3 Energy 13.77%
4 Industrials 8.26%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$2K ﹤0.01%
52
802
$2K ﹤0.01%
3,000
803
$2K ﹤0.01%
4,360
804
$2K ﹤0.01%
43
805
$1K ﹤0.01%
21
806
$1K ﹤0.01%
29
807
$1K ﹤0.01%
125
808
$1K ﹤0.01%
23
809
$1K ﹤0.01%
19
810
$1K ﹤0.01%
139
-658
811
$1K ﹤0.01%
28
+10
812
$1K ﹤0.01%
47
813
$1K ﹤0.01%
5
814
$1K ﹤0.01%
27
815
$1K ﹤0.01%
23
816
$1K ﹤0.01%
18
817
$1K ﹤0.01%
5
818
$1K ﹤0.01%
30
819
$1K ﹤0.01%
80
820
$1K ﹤0.01%
252
821
$1K ﹤0.01%
80
822
$1K ﹤0.01%
23
823
$1K ﹤0.01%
63
824
$1K ﹤0.01%
35
825
$1K ﹤0.01%
54