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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
901
$3K ﹤0.01%
16
902
$3K ﹤0.01%
50
903
$3K ﹤0.01%
481
-86
904
$3K ﹤0.01%
74
905
– –
0
906
$3K ﹤0.01%
180
907
$3K ﹤0.01%
58
908
$3K ﹤0.01%
247
909
$3K ﹤0.01%
5
910
– –
0
911
$3K ﹤0.01%
+63
912
$3K ﹤0.01%
49
913
$2K ﹤0.01%
87
-26
914
$2K ﹤0.01%
47
915
$2K ﹤0.01%
94
916
– –
0
917
$2K ﹤0.01%
114
918
$2K ﹤0.01%
38
919
$2K ﹤0.01%
314
920
$2K ﹤0.01%
28
921
$2K ﹤0.01%
56
922
$2K ﹤0.01%
10
923
$2K ﹤0.01%
+36
924
$2K ﹤0.01%
112
-35
925
$2K ﹤0.01%
29
35 36
37
38 39