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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
1176
$1K ﹤0.01%
40
1177
$1K ﹤0.01%
47
1178
$1K ﹤0.01%
+42
1179
$1K ﹤0.01%
+169
1180
$1K ﹤0.01%
10
1181
$1K ﹤0.01%
+67
1182
$1K ﹤0.01%
9
1183
$1K ﹤0.01%
18
1184
$1K ﹤0.01%
15
1185
$1K ﹤0.01%
22
1186
$1K ﹤0.01%
11
1187
$1K ﹤0.01%
52
1188
$1K ﹤0.01%
15
1189
$1K ﹤0.01%
48
1190
$1K ﹤0.01%
+16
1191
$1K ﹤0.01%
74
1192
$1K ﹤0.01%
27
1193
$1K ﹤0.01%
49
1194
$1K ﹤0.01%
+116
1195
$1K ﹤0.01%
+132
1196
$1K ﹤0.01%
300
1197
$1K ﹤0.01%
1
1198
$1K ﹤0.01%
73
1199
$1K ﹤0.01%
5
1200
$1K ﹤0.01%
39
-300
46 47
48
49 50