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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
901
$3K ﹤0.01%
425
+86
902
$3K ﹤0.01%
210
-5,000
903
$3K ﹤0.01%
137
904
$3K ﹤0.01%
354
905
$3K ﹤0.01%
59
906
$3K ﹤0.01%
50
907
$3K ﹤0.01%
97
908
$3K ﹤0.01%
273
909
$3K ﹤0.01%
88
910
$3K ﹤0.01%
+26
911
$3K ﹤0.01%
51
912
$3K ﹤0.01%
32
913
$3K ﹤0.01%
222
914
$3K ﹤0.01%
178
-8
915
$3K ﹤0.01%
67
916
$3K ﹤0.01%
19
917
$3K ﹤0.01%
17
918
– –
0
919
$3K ﹤0.01%
187
+133
920
$3K ﹤0.01%
1,070
+70
921
$3K ﹤0.01%
72
922
$3K ﹤0.01%
220
+6
923
$3K ﹤0.01%
27
924
$3K ﹤0.01%
580
+31
925
$3K ﹤0.01%
5
35 36
37
38 39