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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
776
$4K ﹤0.01%
126
+29
777
$4K ﹤0.01%
+1,007
778
$4K ﹤0.01%
370
779
$3K ﹤0.01%
36
780
– –
0
781
$3K ﹤0.01%
240
782
$3K ﹤0.01%
73
783
$3K ﹤0.01%
25
-69
784
$3K ﹤0.01%
187
785
$3K ﹤0.01%
65
786
$3K ﹤0.01%
162
787
$3K ﹤0.01%
92
788
$3K ﹤0.01%
+32
789
$3K ﹤0.01%
+200
790
$3K ﹤0.01%
104
-40
791
$3K ﹤0.01%
28
792
$3K ﹤0.01%
54
793
$3K ﹤0.01%
43
794
$3K ﹤0.01%
19
795
$3K ﹤0.01%
200
796
$3K ﹤0.01%
24
+15
797
$3K ﹤0.01%
34
798
$3K ﹤0.01%
40
799
$3K ﹤0.01%
119
800
$3K ﹤0.01%
83
-33
30 31
32
33 34