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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
951
$2K ﹤0.01%
43
952
$2K ﹤0.01%
58
953
$2K ﹤0.01%
97
954
$2K ﹤0.01%
+36
955
$2K ﹤0.01%
66
956
$2K ﹤0.01%
88
957
$2K ﹤0.01%
66
+30
958
$2K ﹤0.01%
51
959
$2K ﹤0.01%
36
960
$2K ﹤0.01%
32
961
$2K ﹤0.01%
21
-3
962
$2K ﹤0.01%
67
963
$2K ﹤0.01%
93
964
$2K ﹤0.01%
100
965
– –
0
966
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1,000
967
$2K ﹤0.01%
45
+3
968
$2K ﹤0.01%
46
969
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25
970
$2K ﹤0.01%
41
971
$2K ﹤0.01%
22
+7
972
$2K ﹤0.01%
492
973
– –
0
974
$2K ﹤0.01%
218
975
$2K ﹤0.01%
+24
37 38
39
40 41