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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
1251
$1K ﹤0.01%
23
-334
1252
$1K ﹤0.01%
+32
1253
$1K ﹤0.01%
22
1254
$1K ﹤0.01%
99
1255
$1K ﹤0.01%
5
1256
$1K ﹤0.01%
44
1257
$1K ﹤0.01%
+31
1258
$1K ﹤0.01%
+24
1259
– –
0
1260
$1K ﹤0.01%
51
1261
$1K ﹤0.01%
40
1262
$1K ﹤0.01%
+9
1263
$1K ﹤0.01%
6
1264
$1K ﹤0.01%
20
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1265
$1K ﹤0.01%
16
1266
$1K ﹤0.01%
+94
1267
$1K ﹤0.01%
7
1268
$1K ﹤0.01%
11
1269
$1K ﹤0.01%
18
1270
$1K ﹤0.01%
19
1271
$1K ﹤0.01%
34
1272
$1K ﹤0.01%
39
-8
1273
$1K ﹤0.01%
21
1274
$1K ﹤0.01%
129
1275
$1K ﹤0.01%
261
49 50
51
52 53