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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
$162M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$436K
3
+$315K
4
KMI icon
Kinder Morgan
KMI
+$287K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$249K

Top Sells

1
+$1.7M
2
+$508K
3
+$274K
4
IBM icon
IBM
IBM
+$152K
5
KMB icon
Kimberly-Clark
KMB
+$122K

Sector Composition

1 Healthcare 18.31%
2 Technology 13.6%
3 Energy 12.11%
4 Industrials 9.05%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K ﹤0.01%
23
552
$5K ﹤0.01%
64
553
$5K ﹤0.01%
245
554
$5K ﹤0.01%
33
555
$5K ﹤0.01%
107
556
$5K ﹤0.01%
780
557
$5K ﹤0.01%
+53
558
$5K ﹤0.01%
90
-14
559
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125
560
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123
+1
561
$5K ﹤0.01%
105
-250
562
$5K ﹤0.01%
76
563
$5K ﹤0.01%
271
564
$5K ﹤0.01%
225
565
$5K ﹤0.01%
76
566
$5K ﹤0.01%
5
567
$5K ﹤0.01%
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568
$5K ﹤0.01%
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569
$5K ﹤0.01%
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570
$5K ﹤0.01%
166
571
$5K ﹤0.01%
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-88
572
$5K ﹤0.01%
2,980
573
$5K ﹤0.01%
137
574
$5K ﹤0.01%
105
575
$5K ﹤0.01%
568
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21 22
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