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
1476
$1K ﹤0.01%
6
1477
$1K ﹤0.01%
13
1478
$1K ﹤0.01%
19
1479
$1K ﹤0.01%
25
1480
$1K ﹤0.01%
+16
1481
$1K ﹤0.01%
123
1482
$1K ﹤0.01%
+24
1483
$1K ﹤0.01%
+1
1484
$1K ﹤0.01%
18
1485
$1K ﹤0.01%
19
1486
$1K ﹤0.01%
34
1487
$1K ﹤0.01%
3
1488
$1K ﹤0.01%
79
1489
$1K ﹤0.01%
17
1490
$1K ﹤0.01%
50
1491
$1K ﹤0.01%
27
1492
$1K ﹤0.01%
11
1493
$1K ﹤0.01%
+32
1494
$1K ﹤0.01%
13
+1
1495
$1K ﹤0.01%
62
1496
$1K ﹤0.01%
56
-265
1497
$1K ﹤0.01%
66
1498
$1K ﹤0.01%
26
1499
$1K ﹤0.01%
10
+6
1500
$1K ﹤0.01%
+10