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
1076
$3K ﹤0.01%
40
1077
$3K ﹤0.01%
77
1078
$3K ﹤0.01%
+800
1079
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887
+88
1080
$3K ﹤0.01%
76
1081
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18
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941
+366
1083
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1084
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94
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98
1090
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56
+42
1091
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1092
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122
+37
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1095
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1096
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14
+10
1097
$2K ﹤0.01%
27
-76
1098
$2K ﹤0.01%
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1099
$2K ﹤0.01%
6
1100
$2K ﹤0.01%
149
42 43
44
45 46