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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
851
$0 ﹤0.01%
+39
852
$0 ﹤0.01%
+139
853
$0 ﹤0.01%
+12
854
$0 ﹤0.01%
+4
855
$0 ﹤0.01%
+13
856
$0 ﹤0.01%
+48
857
$0 ﹤0.01%
+79
858
$0 ﹤0.01%
+11
859
$0 ﹤0.01%
+368
860
$0 ﹤0.01%
+111
861
$0 ﹤0.01%
+3
862
– –
-5,286
863
$0 ﹤0.01%
+4
864
$0 ﹤0.01%
107
-415
865
– –
0
866
– –
-2,809
867
– –
-71
868
$0 ﹤0.01%
+11
869
$0 ﹤0.01%
+2,000
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