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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
$204M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,447
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$695K
3
+$565K
4
DD icon
DuPont de Nemours
DD
+$513K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$457K

Top Sells

1
+$489K
2
+$228K
3
+$185K
4
OKS
Oneok Partners LP
OKS
+$174K
5
KGC icon
Kinross Gold
KGC
+$163K

Sector Composition

1 Healthcare 14.93%
2 Technology 13.33%
3 Industrials 11.57%
4 Energy 7.96%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
143
802
$4K ﹤0.01%
179
-53
803
$4K ﹤0.01%
99
-13
804
$4K ﹤0.01%
54
805
$4K ﹤0.01%
64
806
$4K ﹤0.01%
32
807
$4K ﹤0.01%
115
808
$4K ﹤0.01%
46
809
$4K ﹤0.01%
375
810
$4K ﹤0.01%
415
811
$4K ﹤0.01%
18
812
– –
0
813
$4K ﹤0.01%
44
814
$3K ﹤0.01%
74
815
– –
0
816
$3K ﹤0.01%
33
-7
817
$3K ﹤0.01%
280
818
$3K ﹤0.01%
500
819
$3K ﹤0.01%
144
820
$3K ﹤0.01%
443
821
$3K ﹤0.01%
36
822
$3K ﹤0.01%
57
823
$3K ﹤0.01%
117
824
– –
0
825
$3K ﹤0.01%
1
31 32
33
34 35