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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
676
$3K ﹤0.01%
88
677
$3K ﹤0.01%
49
-51
678
$3K ﹤0.01%
307
-1
679
$3K ﹤0.01%
167
680
$3K ﹤0.01%
95
681
$3K ﹤0.01%
62
682
$3K ﹤0.01%
89
683
$3K ﹤0.01%
224
684
$3K ﹤0.01%
15
685
$3K ﹤0.01%
100
686
$3K ﹤0.01%
83
687
$3K ﹤0.01%
81
688
$3K ﹤0.01%
161
689
$3K ﹤0.01%
290
690
$3K ﹤0.01%
18
691
– –
0
692
$3K ﹤0.01%
102
+4
693
$3K ﹤0.01%
280
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694
$3K ﹤0.01%
7
695
$3K ﹤0.01%
50
696
$3K ﹤0.01%
700
-81
697
$3K ﹤0.01%
63
698
$3K ﹤0.01%
1,248
699
$3K ﹤0.01%
263
700
$3K ﹤0.01%
81
+80
26 27
28
29 30