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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
726
$1K ﹤0.01%
+22
727
$1K ﹤0.01%
+27
728
$1K ﹤0.01%
+41
729
$1K ﹤0.01%
82
730
$1K ﹤0.01%
+16
731
$1K ﹤0.01%
+36
732
$1K ﹤0.01%
39
733
$1K ﹤0.01%
+41
734
$1K ﹤0.01%
+37
735
$1K ﹤0.01%
+41
736
$1K ﹤0.01%
+18
737
$1K ﹤0.01%
+19
738
$1K ﹤0.01%
146
739
$1K ﹤0.01%
+48
740
$1K ﹤0.01%
+10
741
$1K ﹤0.01%
+160
742
$1K ﹤0.01%
+40
743
$1K ﹤0.01%
+81
744
$1K ﹤0.01%
+399
745
$1K ﹤0.01%
+70
746
$1K ﹤0.01%
95
747
$1K ﹤0.01%
+14
748
$1K ﹤0.01%
+30
749
$1K ﹤0.01%
24
750
$1K ﹤0.01%
39
28 29
30
31 32