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
$132M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$198K
3
+$135K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$95K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$84.3K

Top Sells

1
+$884K
2
+$753K
3
+$400K
4
SLB icon
SLB Limited
SLB
+$353K
5
INTU icon
Intuit
INTU
+$323K

Sector Composition

1 Healthcare 16.37%
2 Technology 13.88%
3 Energy 12.39%
4 Industrials 9.04%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$96K 0.07%
1,056
152
$96K 0.07%
4,079
-4,379
153
$95K 0.07%
1,685
154
$95K 0.07%
4,200
155
$95K 0.07%
5,100
+100
156
$94K 0.07%
1,400
157
$93K 0.07%
1,200
158
$92K 0.07%
1,361
159
$92K 0.07%
1,897
-246
160
$89K 0.07%
1,700
161
$87K 0.07%
2,366
162
$87K 0.07%
1,589
+1
163
$86K 0.07%
1,336
164
$85K 0.06%
1,534
-80
165
$84K 0.06%
726
+71
166
$83K 0.06%
984
167
$82K 0.06%
731
+1
168
$82K 0.06%
1,812
169
$78K 0.06%
1,352
170
$77K 0.06%
2,749
-490
171
$75K 0.06%
10,986
+4,860
172
$75K 0.06%
2,000
173
$74K 0.06%
1,444
174
$74K 0.06%
941
175
$74K 0.06%
1,087
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7
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