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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
751
$4K ﹤0.01%
419
752
$4K ﹤0.01%
90
753
$4K ﹤0.01%
316
754
$4K ﹤0.01%
78
755
$4K ﹤0.01%
+116
756
$4K ﹤0.01%
171
757
$4K ﹤0.01%
100
758
$4K ﹤0.01%
76
759
$4K ﹤0.01%
207
760
$4K ﹤0.01%
220
-50
761
$4K ﹤0.01%
50
762
$4K ﹤0.01%
49
763
$4K ﹤0.01%
124
+64
764
$4K ﹤0.01%
133
765
$4K ﹤0.01%
+984
766
$4K ﹤0.01%
430
767
$4K ﹤0.01%
99
768
$4K ﹤0.01%
350
769
$4K ﹤0.01%
101
770
$4K ﹤0.01%
144
771
$4K ﹤0.01%
17
772
$4K ﹤0.01%
95
773
$4K ﹤0.01%
50
774
$4K ﹤0.01%
271
775
$4K ﹤0.01%
90
-98
29 30
31
32 33