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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
1051
$2K ﹤0.01%
29
1052
$2K ﹤0.01%
34
-3
1053
$2K ﹤0.01%
+121
1054
$2K ﹤0.01%
33
1055
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64
1056
$2K ﹤0.01%
179
-312
1057
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70
+17
1058
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75
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1059
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19
+6
1060
$2K ﹤0.01%
35
1061
$2K ﹤0.01%
103
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1062
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75
1063
– –
0
1064
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53
+8
1065
$2K ﹤0.01%
76
1066
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58
1067
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+95
1068
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+98
1069
$2K ﹤0.01%
49
-59
1070
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1071
$2K ﹤0.01%
41
+11
1072
$2K ﹤0.01%
20
1073
$2K ﹤0.01%
97
1074
$2K ﹤0.01%
22
1075
$2K ﹤0.01%
53
-337
41 42
43
44 45