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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
$180M
AUM Growth
-$219K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,536
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$167K
3
+$161K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$144K
5
CVX icon
Chevron
CVX
+$137K

Top Sells

1
+$1.11M
2
+$978K
3
+$489K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$361K
5
PG icon
Procter & Gamble
PG
+$285K

Sector Composition

1 Healthcare 16.6%
2 Technology 10.57%
3 Industrials 10.39%
4 Energy 9.86%
5 Consumer Staples 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
288
852
$3K ﹤0.01%
43
853
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25
854
$3K ﹤0.01%
127
855
$3K ﹤0.01%
17
856
$3K ﹤0.01%
167
857
$3K ﹤0.01%
85
858
$3K ﹤0.01%
386
859
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861
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+100
862
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16
863
$3K ﹤0.01%
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864
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+111
865
$3K ﹤0.01%
336
866
$3K ﹤0.01%
74
867
$3K ﹤0.01%
+73
868
$3K ﹤0.01%
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869
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870
$3K ﹤0.01%
166
871
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49
872
$3K ﹤0.01%
+25
873
$3K ﹤0.01%
58
874
$3K ﹤0.01%
+45
875
$3K ﹤0.01%
63
33 34
35
36 37