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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
926
$2K ﹤0.01%
+54
927
$2K ﹤0.01%
+65
928
$2K ﹤0.01%
21
929
$2K ﹤0.01%
61
930
$2K ﹤0.01%
100
931
$2K ﹤0.01%
45
-50
932
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51
+37
933
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934
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200
935
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+22
936
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47
937
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938
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39
939
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76
940
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204
941
$2K ﹤0.01%
436
942
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97
943
$2K ﹤0.01%
58
944
– –
0
945
$2K ﹤0.01%
82
946
$2K ﹤0.01%
180
947
$2K ﹤0.01%
79
948
$2K ﹤0.01%
290
949
$2K ﹤0.01%
46
950
$2K ﹤0.01%
28
36 37
38
39 40