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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
876
$3K ﹤0.01%
37
877
$3K ﹤0.01%
206
878
$3K ﹤0.01%
105
879
$3K ﹤0.01%
93
880
$3K ﹤0.01%
26
881
$3K ﹤0.01%
54
-12
882
$3K ﹤0.01%
24
-11
883
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884
– –
0
885
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151
+36
886
$3K ﹤0.01%
23
887
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102
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888
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8
889
$3K ﹤0.01%
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890
$3K ﹤0.01%
17
891
$3K ﹤0.01%
46
892
$3K ﹤0.01%
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$3K ﹤0.01%
8
895
$3K ﹤0.01%
444
896
$3K ﹤0.01%
62
897
$3K ﹤0.01%
58
-7
898
$3K ﹤0.01%
100
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899
$3K ﹤0.01%
174
900
$3K ﹤0.01%
200
34 35
36
37 38