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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
$219M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.5M
3
+$518K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$258K
5
CMCSA icon
Comcast
CMCSA
+$200K

Top Sells

1
+$1.82M
2
+$1.45M
3
+$863K
4
DD icon
DuPont de Nemours
DD
+$793K
5
DVY icon
iShares Select Dividend ETF
DVY
+$556K

Sector Composition

1 Technology 17.12%
2 Healthcare 12.75%
3 Industrials 10.88%
4 Consumer Discretionary 9.16%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
186
+67
827
$4K ﹤0.01%
171
-7
828
$4K ﹤0.01%
199
829
$4K ﹤0.01%
+164
830
$4K ﹤0.01%
141
831
$4K ﹤0.01%
217
832
$4K ﹤0.01%
103
833
$4K ﹤0.01%
12
834
$4K ﹤0.01%
1
835
$4K ﹤0.01%
64
836
$4K ﹤0.01%
43
837
$4K ﹤0.01%
32
838
$4K ﹤0.01%
23
839
– –
0
840
$4K ﹤0.01%
82
-370
841
$4K ﹤0.01%
102
+51
842
$4K ﹤0.01%
36
843
$4K ﹤0.01%
132
+42
844
$4K ﹤0.01%
161
-50
845
$4K ﹤0.01%
123
+95
846
$4K ﹤0.01%
93
847
$4K ﹤0.01%
86
848
$4K ﹤0.01%
69
849
$4K ﹤0.01%
5
850
$4K ﹤0.01%
143
32 33
34
35 36