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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
801
$3K ﹤0.01%
+50
802
$3K ﹤0.01%
6
803
$3K ﹤0.01%
45
804
$3K ﹤0.01%
65
805
$3K ﹤0.01%
98
+36
806
$3K ﹤0.01%
39
807
$3K ﹤0.01%
760
808
$3K ﹤0.01%
+40
809
$3K ﹤0.01%
20
810
$3K ﹤0.01%
37
811
$3K ﹤0.01%
81
812
$3K ﹤0.01%
+148
813
$3K ﹤0.01%
+56
814
$3K ﹤0.01%
551
+13
815
$3K ﹤0.01%
280
816
$3K ﹤0.01%
7
817
$3K ﹤0.01%
117
818
$3K ﹤0.01%
238
819
$3K ﹤0.01%
400
-147
820
$3K ﹤0.01%
63
821
$3K ﹤0.01%
+13
822
– –
0
823
$3K ﹤0.01%
64
824
– –
0
825
$3K ﹤0.01%
150
31 32
33
34 35