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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
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$575K
2
+$276K
3
+$192K
4
CELG
Celgene Corp
CELG
+$183K
5
DTV
DIRECTV COM STK (DE)
DTV
+$129K

Top Sells

1
+$345K
2
+$300K
3
+$202K
4
WBA
Walgreens Boots Alliance
WBA
+$186K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$165K

Sector Composition

1 Healthcare 17.02%
2 Technology 14.45%
3 Energy 13.55%
4 Industrials 8.64%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
40
877
$1K ﹤0.01%
22
878
$1K ﹤0.01%
4
879
$1K ﹤0.01%
84
880
$1K ﹤0.01%
67
881
$1K ﹤0.01%
30
882
– –
-92
883
– –
-300
884
– –
-100
885
$0 ﹤0.01%
12
+1
886
– –
-761
887
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-119
888
– –
-950
889
– –
-6,000
890
– –
-122
891
– –
-561
892
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-187
893
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-89
894
$0 ﹤0.01%
2
-300
895
– –
-500
896
$0 ﹤0.01%
15
897
– –
-5,870
898
– –
-57
899
– –
-1,000
900
– –
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34 35
36
37 38