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
1401
$1K ﹤0.01%
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1402
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1403
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165
-2
1404
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1405
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1406
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1407
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1408
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1409
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1414
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1415
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1416
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1417
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1418
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1419
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1420
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1421
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-19
1422
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1423
$1K ﹤0.01%
3
1424
$1K ﹤0.01%
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1425
$1K ﹤0.01%
21
55 56
57
58 59