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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
1101
$1K ﹤0.01%
72
1102
– –
0
1103
$1K ﹤0.01%
5
1104
$1K ﹤0.01%
34
1105
$1K ﹤0.01%
89
+32
1106
$1K ﹤0.01%
12
1107
– –
0
1108
$1K ﹤0.01%
+49
1109
$1K ﹤0.01%
46
1110
$1K ﹤0.01%
41
1111
$1K ﹤0.01%
70
1112
$1K ﹤0.01%
68
1113
$1K ﹤0.01%
59
1114
$1K ﹤0.01%
90
-173
1115
$1K ﹤0.01%
27
1116
$1K ﹤0.01%
+7
1117
$1K ﹤0.01%
+49
1118
$1K ﹤0.01%
73
1119
$1K ﹤0.01%
252
-209
1120
$1K ﹤0.01%
36
1121
$1K ﹤0.01%
30
1122
$1K ﹤0.01%
30
1123
$1K ﹤0.01%
56
-38
1124
$1K ﹤0.01%
+233
1125
$1K ﹤0.01%
268
43 44
45
46 47