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
$257M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$875K
3
+$736K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$429K
5
IYW icon
iShares US Technology ETF
IYW
+$419K

Top Sells

1
+$1.5M
2
+$165K
3
+$138K
4
CELG
Celgene Corp
CELG
+$136K
5
ABBV icon
AbbVie
ABBV
+$124K

Sector Composition

1 Technology 19.55%
2 Healthcare 12.95%
3 Industrials 10.01%
4 Consumer Discretionary 8.03%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
52
-15
827
$6K ﹤0.01%
34
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828
$6K ﹤0.01%
87
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829
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214
-30
830
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42
+37
831
$6K ﹤0.01%
+400
832
$5K ﹤0.01%
50
833
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-7
834
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36
835
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19
+6
836
$5K ﹤0.01%
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837
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87
-13
838
$5K ﹤0.01%
72
839
$5K ﹤0.01%
51
-28
840
$5K ﹤0.01%
150
841
$5K ﹤0.01%
317
842
$5K ﹤0.01%
26
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843
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200
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844
$5K ﹤0.01%
61
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845
$5K ﹤0.01%
18
-4
846
$5K ﹤0.01%
63
847
$5K ﹤0.01%
30
848
$5K ﹤0.01%
223
+3
849
$5K ﹤0.01%
148
850
$5K ﹤0.01%
126
+2
32 33
34
35 36