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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
701
$5K ﹤0.01%
132
-22
702
$5K ﹤0.01%
70
703
$5K ﹤0.01%
75
-87
704
$5K ﹤0.01%
395
+53
705
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271
706
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39
707
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708
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30
709
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-44
710
$5K ﹤0.01%
150
711
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47
+28
712
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46
713
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65
714
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62
715
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79
-1
716
$5K ﹤0.01%
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-462
717
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224
718
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159
719
$5K ﹤0.01%
148
720
– –
0
721
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89
722
$5K ﹤0.01%
125
723
$5K ﹤0.01%
125
+1
724
$5K ﹤0.01%
+163
725
– –
0
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