TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.88B
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
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 +$615K
2 +$252K
3 +$199K
4
AMGN icon
Amgen
AMGN
+$131K
5
LCC
US AIRWAYS GROUP INC.
LCC
+$88.5K

Top Sells

1 +$888K
2 +$765K
3 +$389K
4
SLB icon
SLB Ltd
SLB
+$329K
5
INTU icon
Intuit
INTU
+$314K

Sector Composition

1 Healthcare 16.37%
2 Technology 13.88%
3 Energy 12.39%
4 Industrials 9.05%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$4K ﹤0.01%
400
527
$4K ﹤0.01%
+430
528
$4K ﹤0.01%
+261
529
$4K ﹤0.01%
166
530
$4K ﹤0.01%
101
531
$4K ﹤0.01%
57
532
$4K ﹤0.01%
236
533
$4K ﹤0.01%
+150
534
$4K ﹤0.01%
186
535
$4K ﹤0.01%
74
536
$4K ﹤0.01%
625
537
$4K ﹤0.01%
17
538
$4K ﹤0.01%
+130
539
$4K ﹤0.01%
+90
540
$4K ﹤0.01%
46
541
$4K ﹤0.01%
113
542
$4K ﹤0.01%
+220
543
$4K ﹤0.01%
69
544
$4K ﹤0.01%
500
545
$4K ﹤0.01%
151
546
$4K ﹤0.01%
56
547
$3K ﹤0.01%
458
+2
548
$3K ﹤0.01%
186
549
$3K ﹤0.01%
797
550
$3K ﹤0.01%
73