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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
926
$2K ﹤0.01%
35
927
– –
0
928
$2K ﹤0.01%
123
+6
929
$2K ﹤0.01%
66
930
$2K ﹤0.01%
47
931
$2K ﹤0.01%
59
932
$2K ﹤0.01%
25
933
$2K ﹤0.01%
54
934
$2K ﹤0.01%
28
935
$2K ﹤0.01%
104
+62
936
$2K ﹤0.01%
19
937
$2K ﹤0.01%
1
938
$2K ﹤0.01%
27
939
$2K ﹤0.01%
100
940
$2K ﹤0.01%
23
941
– –
0
942
$2K ﹤0.01%
89
943
$2K ﹤0.01%
202
944
$2K ﹤0.01%
48
945
$2K ﹤0.01%
660
-400
946
$2K ﹤0.01%
132
947
$2K ﹤0.01%
+100
948
– –
0
949
$2K ﹤0.01%
85
950
$2K ﹤0.01%
48
36 37
38
39 40