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
1251
$2K ﹤0.01%
279
1252
$2K ﹤0.01%
51
1253
$2K ﹤0.01%
87
+6
1254
$2K ﹤0.01%
+30
1255
$2K ﹤0.01%
58
1256
$2K ﹤0.01%
36
1257
$2K ﹤0.01%
+25
1258
$2K ﹤0.01%
93
1259
$2K ﹤0.01%
37
1260
$2K ﹤0.01%
82
+20
1261
$2K ﹤0.01%
44
1262
$2K ﹤0.01%
39
1263
$2K ﹤0.01%
40
1264
$1K ﹤0.01%
157
1265
$1K ﹤0.01%
+38
1266
$1K ﹤0.01%
+99
1267
$1K ﹤0.01%
+33
1268
$1K ﹤0.01%
224
1269
$1K ﹤0.01%
+25
1270
$1K ﹤0.01%
77
1271
$1K ﹤0.01%
27
1272
$1K ﹤0.01%
8
1273
$1K ﹤0.01%
+100
1274
$1K ﹤0.01%
15
1275
$1K ﹤0.01%
+16
49 50
51
52 53