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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
1101
$2K ﹤0.01%
+12
1102
$2K ﹤0.01%
69
1103
$2K ﹤0.01%
+98
1104
$2K ﹤0.01%
+112
1105
$2K ﹤0.01%
32
1106
$2K ﹤0.01%
48
+38
1107
$2K ﹤0.01%
100
1108
$2K ﹤0.01%
52
1109
$2K ﹤0.01%
36
-1
1110
$2K ﹤0.01%
74
+60
1111
$2K ﹤0.01%
6
1112
$2K ﹤0.01%
+100
1113
$2K ﹤0.01%
46
1114
$2K ﹤0.01%
+65
1115
$2K ﹤0.01%
58
+22
1116
$2K ﹤0.01%
66
1117
$1K ﹤0.01%
+12
1118
$1K ﹤0.01%
+71
1119
$1K ﹤0.01%
42
1120
$1K ﹤0.01%
+23
1121
$1K ﹤0.01%
5
1122
$1K ﹤0.01%
+5
1123
$1K ﹤0.01%
30
1124
$1K ﹤0.01%
1
-1
1125
$1K ﹤0.01%
76
43 44
45
46 47