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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
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$4K ﹤0.01%
28
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65
-7
603
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135
+1
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106
606
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607
$4K ﹤0.01%
419
608
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610
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611
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612
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72
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$4K ﹤0.01%
527
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620
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+1
621
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+1
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$4K ﹤0.01%
430
623
$4K ﹤0.01%
64
624
$4K ﹤0.01%
32
625
$4K ﹤0.01%
46
23 24
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