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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
1151
$1K ﹤0.01%
52
1152
$1K ﹤0.01%
1,000
1153
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20
+5
1154
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117
1155
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+81
1156
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33
1157
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75
1158
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1159
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1160
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+21
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+26
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1164
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1166
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1167
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1168
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1169
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1170
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15
-104
1172
$1K ﹤0.01%
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1173
$1K ﹤0.01%
+38
1174
$1K ﹤0.01%
35
1175
$1K ﹤0.01%
28
-1,345
45 46
47
48 49