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
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$289K
3
+$192K
4
CVX icon
Chevron
CVX
+$180K
5
DTV
DIRECTV COM STK (DE)
DTV
+$130K

Top Sells

1
+$357K
2
+$300K
3
+$201K
4
WBA
Walgreens Boots Alliance
WBA
+$168K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Healthcare 17.02%
2 Technology 14.45%
3 Energy 13.55%
4 Industrials 8.63%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
26
827
$1K ﹤0.01%
44
828
$1K ﹤0.01%
8
829
$1K ﹤0.01%
25
830
$1K ﹤0.01%
28
831
$1K ﹤0.01%
32
832
$1K ﹤0.01%
57
833
$1K ﹤0.01%
32
834
$1K ﹤0.01%
13
835
$1K ﹤0.01%
8
836
$1K ﹤0.01%
27
-11
837
$1K ﹤0.01%
22
838
$1K ﹤0.01%
67
839
$1K ﹤0.01%
46
840
$1K ﹤0.01%
+13
841
$1K ﹤0.01%
+1
842
$1K ﹤0.01%
28
843
$1K ﹤0.01%
14
844
$1K ﹤0.01%
50
845
$1K ﹤0.01%
16
846
$1K ﹤0.01%
1,000
847
$1K ﹤0.01%
41
848
$1K ﹤0.01%
29
849
$1K ﹤0.01%
22
850
$1K ﹤0.01%
27
-2
32 33
34
35 36