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
876
$5K ﹤0.01%
+304
877
$5K ﹤0.01%
156
-36
878
$5K ﹤0.01%
397
-35
879
$5K ﹤0.01%
377
-34
880
$5K ﹤0.01%
148
+25
881
$4K ﹤0.01%
80
+77
882
$4K ﹤0.01%
53
-33
883
$4K ﹤0.01%
854
+616
884
$4K ﹤0.01%
57
885
$4K ﹤0.01%
42
886
$4K ﹤0.01%
25
+3
887
$4K ﹤0.01%
389
+178
888
$4K ﹤0.01%
50
889
$4K ﹤0.01%
73
890
$4K ﹤0.01%
+87
891
$4K ﹤0.01%
105
892
$4K ﹤0.01%
+70
893
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74
894
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95
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895
$4K ﹤0.01%
159
896
$4K ﹤0.01%
+271
897
$4K ﹤0.01%
+102
898
$4K ﹤0.01%
301
899
$4K ﹤0.01%
+24
900
$4K ﹤0.01%
132
34 35
36
37 38