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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
876
$3K ﹤0.01%
60
877
– –
0
878
– –
0
879
$3K ﹤0.01%
233
880
$3K ﹤0.01%
166
881
$3K ﹤0.01%
329
882
$3K ﹤0.01%
59
883
$3K ﹤0.01%
139
884
$3K ﹤0.01%
44
885
– –
0
886
$3K ﹤0.01%
52
887
$3K ﹤0.01%
159
888
$3K ﹤0.01%
65
889
$3K ﹤0.01%
+100
890
$3K ﹤0.01%
70
891
$3K ﹤0.01%
531
892
$3K ﹤0.01%
66
893
$3K ﹤0.01%
20
894
$3K ﹤0.01%
166
895
$3K ﹤0.01%
68
896
$3K ﹤0.01%
28
897
$3K ﹤0.01%
105
898
– –
0
899
$3K ﹤0.01%
+186
900
$3K ﹤0.01%
26
34 35
36
37 38