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
901
$4K ﹤0.01%
26
+6
902
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34
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903
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904
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134
-35
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906
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907
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206
908
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584
909
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910
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911
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912
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915
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916
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920
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921
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185
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922
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-199
923
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28
924
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102
925
$4K ﹤0.01%
8
35 36
37
38 39