TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$748K
2
+$682K
3
+$547K
4
DD icon
DuPont de Nemours
DD
+$539K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$465K

Top Sells

1
+$489K
2
+$218K
3
+$181K
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%
46
1127
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41
1128
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70
1129
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1130
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+34
1131
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1132
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90
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1133
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1134
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1135
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1136
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1137
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30
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56
-38
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1143
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1144
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1,000
1146
$1K ﹤0.01%
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1147
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34
+4
1148
$1K ﹤0.01%
28
1149
$1K ﹤0.01%
80
1150
$1K ﹤0.01%
21
44 45
46
47 48