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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
1026
$1K ﹤0.01%
20
1027
$1K ﹤0.01%
55
1028
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146
1029
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24
1030
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78
1031
$1K ﹤0.01%
+29
1032
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1033
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1034
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1035
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1036
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1037
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40
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1039
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1040
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+47
1041
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1042
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1045
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1046
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1047
$1K ﹤0.01%
70
-27
1048
$1K ﹤0.01%
19
1049
$1K ﹤0.01%
222
1050
$1K ﹤0.01%
94
40 41
42
43 44