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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
751
$1K ﹤0.01%
+18
752
$1K ﹤0.01%
+180
753
$1K ﹤0.01%
+60
754
$1K ﹤0.01%
+17
755
$1K ﹤0.01%
79
756
$1K ﹤0.01%
+14
757
$1K ﹤0.01%
+84
758
$1K ﹤0.01%
70
759
$1K ﹤0.01%
+52
760
$1K ﹤0.01%
56
761
$1K ﹤0.01%
4
762
$1K ﹤0.01%
84
763
$1K ﹤0.01%
67
764
$1K ﹤0.01%
199
765
$1K ﹤0.01%
+67
766
$1K ﹤0.01%
60
767
$1K ﹤0.01%
23
768
$1K ﹤0.01%
28
769
$1K ﹤0.01%
+14
770
$1K ﹤0.01%
30
771
$1K ﹤0.01%
+47
772
$1K ﹤0.01%
+5
773
$1K ﹤0.01%
23
774
$1K ﹤0.01%
22
775
$1K ﹤0.01%
40
29 30
31
32 33