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
1026
$3K ﹤0.01%
28
-49
1027
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34
1028
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978
+605
1029
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17
-4
1030
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1031
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1032
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1033
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1034
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1035
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+98
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1037
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1038
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1039
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58
1040
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16
+10
1041
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1042
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161
+3
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1044
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48
+22
1045
$3K ﹤0.01%
+799
1046
$3K ﹤0.01%
74
1047
$3K ﹤0.01%
175
1048
$3K ﹤0.01%
160
1049
$3K ﹤0.01%
59
1050
$3K ﹤0.01%
50
40 41
42
43 44