We are live on ! Find out more
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
876
– –
-1,200
877
– –
-440
878
– –
-76
879
– –
-12
880
– –
-65
881
– –
-674
882
– –
-6
883
– –
0
884
– –
-2
885
– –
-600
886
– –
-320
887
– –
-30
888
– –
-100
889
– –
-500
890
– –
-54
891
– –
-600
892
– –
-8
893
– –
-1
894
– –
-20
895
– –
-45
896
$0 ﹤0.01%
4
897
– –
-121
898
– –
-11
899
– –
-70
900
– –
-250
33 34 35
36
37