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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
1301
$1K ﹤0.01%
35
-14
1302
$1K ﹤0.01%
+10
1303
$1K ﹤0.01%
29
1304
$1K ﹤0.01%
10
1305
$1K ﹤0.01%
9
1306
$1K ﹤0.01%
50
1307
– –
0
1308
$1K ﹤0.01%
3
1309
$1K ﹤0.01%
54
1310
$1K ﹤0.01%
26
1311
$0 ﹤0.01%
1
1312
– –
-100
1313
– –
-10
1314
$0 ﹤0.01%
5
1315
$0 ﹤0.01%
36
-36
1316
– –
-1,475
1317
– –
-220
1318
– –
-515
1319
– –
-29
1320
– –
-500
1321
$0 ﹤0.01%
25
1322
$0 ﹤0.01%
46
1323
– –
-2,059
1324
– –
-83
1325
$0 ﹤0.01%
+11
51 52
53
54 55