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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
826
$1K ﹤0.01%
160
827
$1K ﹤0.01%
40
828
$1K ﹤0.01%
81
829
$1K ﹤0.01%
14
830
$1K ﹤0.01%
30
831
$1K ﹤0.01%
24
832
$1K ﹤0.01%
18
833
$1K ﹤0.01%
60
834
$1K ﹤0.01%
17
835
$1K ﹤0.01%
79
836
$1K ﹤0.01%
+286
837
$1K ﹤0.01%
2
838
$1K ﹤0.01%
14
839
$1K ﹤0.01%
84
840
$1K ﹤0.01%
70
841
$1K ﹤0.01%
52
842
$1K ﹤0.01%
56
843
$1K ﹤0.01%
4,360
844
$1K ﹤0.01%
4
845
$1K ﹤0.01%
67
846
$1K ﹤0.01%
23
847
$1K ﹤0.01%
27
848
– –
-50
849
– –
-220
850
– –
0
32 33
34
35 36