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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
976
$2K ﹤0.01%
50
977
$2K ﹤0.01%
464
+301
978
$2K ﹤0.01%
531
-170
979
$2K ﹤0.01%
51
980
– –
0
981
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45
+6
982
$2K ﹤0.01%
44
983
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56
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984
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35
+20
985
$2K ﹤0.01%
501
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986
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51
987
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-633
988
$2K ﹤0.01%
60
989
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177
990
$2K ﹤0.01%
65
991
$2K ﹤0.01%
435
992
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56
993
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36
994
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112
-4
995
$2K ﹤0.01%
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996
$2K ﹤0.01%
56
997
$2K ﹤0.01%
211
+1
998
$2K ﹤0.01%
27
999
$2K ﹤0.01%
11
1000
$2K ﹤0.01%
59
38 39
40
41 42