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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
901
$2K ﹤0.01%
+150
902
$2K ﹤0.01%
46
903
$2K ﹤0.01%
200
904
$2K ﹤0.01%
97
905
$2K ﹤0.01%
215
+2
906
$2K ﹤0.01%
+147
907
$2K ﹤0.01%
130
908
$2K ﹤0.01%
73
-32
909
$2K ﹤0.01%
100
910
$2K ﹤0.01%
+50
911
$1K ﹤0.01%
27
912
$1K ﹤0.01%
63
913
$1K ﹤0.01%
15
914
$1K ﹤0.01%
56
915
$1K ﹤0.01%
+5
916
$1K ﹤0.01%
76
-30
917
$1K ﹤0.01%
+47
918
$1K ﹤0.01%
47
919
$1K ﹤0.01%
+1
920
$1K ﹤0.01%
+6
921
$1K ﹤0.01%
5
922
$1K ﹤0.01%
10
923
$1K ﹤0.01%
27
924
$1K ﹤0.01%
302
925
$1K ﹤0.01%
23
35 36
37
38 39