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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
951
$2K ﹤0.01%
+444
952
$2K ﹤0.01%
25
953
$2K ﹤0.01%
5
954
$2K ﹤0.01%
63
955
$2K ﹤0.01%
28
956
$2K ﹤0.01%
23
957
$2K ﹤0.01%
27
958
$2K ﹤0.01%
21
959
$2K ﹤0.01%
204
960
$2K ﹤0.01%
47
961
$2K ﹤0.01%
392
962
– –
0
963
$2K ﹤0.01%
19
964
$2K ﹤0.01%
29
965
$2K ﹤0.01%
22
966
$2K ﹤0.01%
50
967
$2K ﹤0.01%
33
968
$2K ﹤0.01%
56
-202
969
$2K ﹤0.01%
66
970
$2K ﹤0.01%
56
971
$2K ﹤0.01%
39
972
$2K ﹤0.01%
27
973
$2K ﹤0.01%
13
-14
974
$2K ﹤0.01%
13
-6
975
$2K ﹤0.01%
34
-24
37 38
39
40 41