We are live on ! Find out more
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
676
$1K ﹤0.01%
152
677
$1K ﹤0.01%
+18
678
$1K ﹤0.01%
5
679
$1K ﹤0.01%
30
-3,175
680
$1K ﹤0.01%
+80
681
$1K ﹤0.01%
31
682
$1K ﹤0.01%
+125
683
$1K ﹤0.01%
252
684
$1K ﹤0.01%
27
685
$1K ﹤0.01%
23
686
$1K ﹤0.01%
27
687
$1K ﹤0.01%
15
688
$1K ﹤0.01%
63
689
$1K ﹤0.01%
21
690
$1K ﹤0.01%
+35
691
$1K ﹤0.01%
+54
692
$1K ﹤0.01%
16
693
$1K ﹤0.01%
19
694
$1K ﹤0.01%
+33
695
$1K ﹤0.01%
+27
696
$1K ﹤0.01%
+46
697
$1K ﹤0.01%
+9
698
$1K ﹤0.01%
44
699
$1K ﹤0.01%
+36
700
$1K ﹤0.01%
+19
26 27
28
29 30