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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
1126
$1K ﹤0.01%
21
1127
$1K ﹤0.01%
1,000
1128
$1K ﹤0.01%
34
+4
1129
$1K ﹤0.01%
28
1130
$1K ﹤0.01%
80
1131
$1K ﹤0.01%
21
1132
$1K ﹤0.01%
47
1133
$1K ﹤0.01%
48
1134
$1K ﹤0.01%
+96
1135
$1K ﹤0.01%
14
1136
$1K ﹤0.01%
26
1137
$1K ﹤0.01%
179
-98
1138
$1K ﹤0.01%
6
1139
$1K ﹤0.01%
58
+25
1140
$1K ﹤0.01%
+36
1141
$1K ﹤0.01%
324
1142
$1K ﹤0.01%
308
+142
1143
$1K ﹤0.01%
27
1144
$1K ﹤0.01%
20
1145
$1K ﹤0.01%
20
1146
$1K ﹤0.01%
70
1147
$1K ﹤0.01%
25
1148
$1K ﹤0.01%
89
1149
$1K ﹤0.01%
17
1150
$1K ﹤0.01%
34
44 45
46
47 48