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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
801
$1K ﹤0.01%
115
802
$1K ﹤0.01%
15
-5
803
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63
804
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13
805
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21
806
$1K ﹤0.01%
54
807
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41
808
$1K ﹤0.01%
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809
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812
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813
$1K ﹤0.01%
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815
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816
$1K ﹤0.01%
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817
$1K ﹤0.01%
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+8
818
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819
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820
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5
-3
821
$1K ﹤0.01%
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26
823
$1K ﹤0.01%
44
824
$1K ﹤0.01%
+23
825
$1K ﹤0.01%
28
31 32
33
34 35