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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
1051
$1K ﹤0.01%
47
1052
$1K ﹤0.01%
34
1053
$1K ﹤0.01%
15
1054
$1K ﹤0.01%
29
1055
$1K ﹤0.01%
73
+36
1056
$1K ﹤0.01%
19
1057
$1K ﹤0.01%
22
1058
$1K ﹤0.01%
+128
1059
$1K ﹤0.01%
+19
1060
$1K ﹤0.01%
150
1061
$1K ﹤0.01%
49
+3
1062
$1K ﹤0.01%
20
-128
1063
$1K ﹤0.01%
28
1064
$1K ﹤0.01%
77
-82
1065
$1K ﹤0.01%
33
1066
$1K ﹤0.01%
11
1067
$1K ﹤0.01%
152
1068
$1K ﹤0.01%
+47
1069
$1K ﹤0.01%
+22
1070
$1K ﹤0.01%
29
1071
$1K ﹤0.01%
44
1072
$1K ﹤0.01%
12
1073
$1K ﹤0.01%
18
1074
$1K ﹤0.01%
53
1075
$1K ﹤0.01%
+35
41 42
43
44 45