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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
$159M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$387K
3
+$188K
4
AMLP icon
Alerian MLP ETF
AMLP
+$176K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$172K

Top Sells

1
+$470K
2
+$285K
3
+$128K
4
LCC
US AIRWAYS GROUP INC.
LCC
+$114K
5
NVE
NV ENERGY, INC
NVE
+$96K

Sector Composition

1 Healthcare 15.68%
2 Technology 13.09%
3 Energy 11.65%
4 Industrials 8.59%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
29
752
$1K ﹤0.01%
125
753
$1K ﹤0.01%
23
754
$1K ﹤0.01%
+19
755
$1K ﹤0.01%
40
756
$1K ﹤0.01%
18
757
$1K ﹤0.01%
47
758
$1K ﹤0.01%
5
759
$1K ﹤0.01%
22
760
$1K ﹤0.01%
18
-17
761
$1K ﹤0.01%
40
762
$1K ﹤0.01%
10
763
$1K ﹤0.01%
5
764
$1K ﹤0.01%
30
765
$1K ﹤0.01%
80
766
$1K ﹤0.01%
31
767
$1K ﹤0.01%
125
768
$1K ﹤0.01%
27
769
$1K ﹤0.01%
23
770
$1K ﹤0.01%
15
771
$1K ﹤0.01%
63
772
$1K ﹤0.01%
35
773
$1K ﹤0.01%
54
774
$1K ﹤0.01%
6
775
$1K ﹤0.01%
19
29 30
31
32 33