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
826
$1K ﹤0.01%
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827
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828
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829
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831
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832
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833
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834
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835
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836
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837
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838
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840
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+286
841
$1K ﹤0.01%
2
842
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14
843
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845
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52
846
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56
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$1K ﹤0.01%
4,360
848
$1K ﹤0.01%
43
849
$1K ﹤0.01%
67
850
-6,000