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
176
$73K 0.06%
684
177
$73K 0.06%
645
+2
178
$73K 0.06%
6,028
179
$72K 0.05%
1,150
180
$72K 0.05%
560
181
$71K 0.05%
4,060
182
$71K 0.05%
779
-128
183
$70K 0.05%
1,621
184
$69K 0.05%
514
185
$69K 0.05%
1,888
+807
186
$68K 0.05%
1,000
187
$68K 0.05%
1,392
188
$68K 0.05%
1,672
+274
189
$67K 0.05%
679
190
$67K 0.05%
961
+10
191
$67K 0.05%
1,042
192
$64K 0.05%
1,205
193
$64K 0.05%
1,946
+250
194
$64K 0.05%
700
195
$63K 0.05%
10,209
196
$62K 0.05%
2,277
+29
197
$62K 0.05%
1,134
198
$59K 0.04%
5,827
-3,100
199
$59K 0.04%
1,900
+5
200
$58K 0.04%
3,073
+373
6 7
8
9 10