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
201
$57K 0.04%
1,399
+39
202
$56K 0.04%
5,260
203
$55K 0.04%
2,000
204
$55K 0.04%
1,500
205
$54K 0.04%
511
206
$54K 0.04%
1,810
207
$54K 0.04%
410
208
$53K 0.04%
512
209
$52K 0.04%
1,920
210
$51K 0.04%
1,266
211
$50K 0.04%
1,281
-300
212
$50K 0.04%
969
213
$49K 0.04%
712
214
$48K 0.04%
627
-3,500
215
$48K 0.04%
1,214
216
$48K 0.04%
961
+229
217
$47K 0.04%
1,143
218
$46K 0.04%
1,274
+600
219
$43K 0.03%
1,047
+3
220
$43K 0.03%
926
+70
221
$42K 0.03%
502
222
$42K 0.03%
545
223
$41K 0.03%
536
224
$41K 0.03%
1,188
225
$41K 0.03%
749
7 8
9
10 11