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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
851
$2K ﹤0.01%
443
852
$2K ﹤0.01%
152
853
$2K ﹤0.01%
+11
854
$2K ﹤0.01%
123
855
$2K ﹤0.01%
48
+1
856
$2K ﹤0.01%
47
+9
857
$2K ﹤0.01%
95
-17
858
$2K ﹤0.01%
35
859
$2K ﹤0.01%
157
860
$2K ﹤0.01%
52
861
$2K ﹤0.01%
23
862
$2K ﹤0.01%
53
863
$2K ﹤0.01%
21
864
$2K ﹤0.01%
35
865
$2K ﹤0.01%
61
866
$2K ﹤0.01%
100
867
$2K ﹤0.01%
11
868
$2K ﹤0.01%
210
869
$2K ﹤0.01%
45
870
$2K ﹤0.01%
270
871
$2K ﹤0.01%
55
872
$2K ﹤0.01%
22
873
$2K ﹤0.01%
+68
874
$2K ﹤0.01%
179
875
$2K ﹤0.01%
204
33 34
35
36 37