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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
826
$3K ﹤0.01%
107
827
$3K ﹤0.01%
84
-41
828
$3K ﹤0.01%
93
829
$3K ﹤0.01%
70
830
$3K ﹤0.01%
106
831
$3K ﹤0.01%
43
832
– –
0
833
$3K ﹤0.01%
56
-54
834
– –
0
835
$3K ﹤0.01%
54
836
$3K ﹤0.01%
166
837
$3K ﹤0.01%
21
838
$3K ﹤0.01%
66
839
$3K ﹤0.01%
57
840
$3K ﹤0.01%
100
841
$3K ﹤0.01%
160
842
$3K ﹤0.01%
23
843
$3K ﹤0.01%
59
844
$3K ﹤0.01%
60
845
$3K ﹤0.01%
75
846
$3K ﹤0.01%
84
847
$3K ﹤0.01%
179
848
$3K ﹤0.01%
65
849
$3K ﹤0.01%
85
850
$3K ﹤0.01%
150
32 33
34
35 36