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
1201
$2K ﹤0.01%
207
1202
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58
1203
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46
1204
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49
+5
1205
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+36
1206
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27
1207
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117
-72
1208
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93
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1209
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1210
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106
1211
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+107
1212
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1213
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75
1214
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99
1215
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+35
1216
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53
+27
1217
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1218
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1219
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+96
1220
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1221
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179
1222
$2K ﹤0.01%
56
1223
$2K ﹤0.01%
70
-45
1224
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19
-18
1225
$2K ﹤0.01%
+83
47 48
49
50 51