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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
$180M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.35M
3
+$761K
4
DVY icon
iShares Select Dividend ETF
DVY
+$338K
5
CELG
Celgene Corp
CELG
+$235K

Top Sells

1
+$1.46M
2
+$767K
3
+$625K
4
MPC icon
Marathon Petroleum
MPC
+$502K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$356K

Sector Composition

1 Healthcare 18.28%
2 Technology 12.32%
3 Industrials 9.6%
4 Consumer Staples 8.69%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K 0.01%
203
+28
502
$14K 0.01%
176
+44
503
$14K 0.01%
+398
504
$14K 0.01%
+160
505
$13K 0.01%
211
+9
506
$13K 0.01%
+82
507
$13K 0.01%
148
508
$13K 0.01%
416
+271
509
$13K 0.01%
341
+239
510
$13K 0.01%
150
+9
511
$13K 0.01%
249
-10
512
$13K 0.01%
609
513
$13K 0.01%
201
514
$13K 0.01%
300
515
$13K 0.01%
350
516
$13K 0.01%
299
517
$13K 0.01%
+755
518
$13K 0.01%
276
+56
519
$13K 0.01%
+1,000
520
$13K 0.01%
312
521
$13K 0.01%
285
522
$13K 0.01%
1,700
523
$13K 0.01%
+666
524
$13K 0.01%
524
+72
525
$13K 0.01%
+361
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