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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
1076
$2K ﹤0.01%
101
1077
$2K ﹤0.01%
44
1078
$2K ﹤0.01%
128
1079
$2K ﹤0.01%
179
1080
$2K ﹤0.01%
160
1081
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59
1082
$2K ﹤0.01%
28
1083
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+53
1084
$2K ﹤0.01%
+52
1085
$2K ﹤0.01%
+65
1086
$2K ﹤0.01%
51
1087
$2K ﹤0.01%
57
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1088
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58
1089
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88
-22
1090
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36
1091
$2K ﹤0.01%
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1092
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1093
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76
-99
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$2K ﹤0.01%
44
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$2K ﹤0.01%
39
1097
$2K ﹤0.01%
39
1098
$2K ﹤0.01%
40
1099
$2K ﹤0.01%
94
-22
1100
$2K ﹤0.01%
+36
42 43
44
45 46