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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
1151
$1K ﹤0.01%
19
1152
$1K ﹤0.01%
29
1153
$1K ﹤0.01%
3
1154
$1K ﹤0.01%
+47
1155
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25
1156
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1157
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17
+6
1158
$1K ﹤0.01%
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70
+20
1160
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1162
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1164
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24
+14
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13
1166
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1169
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+43
1170
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+182
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$1K ﹤0.01%
10
-2
1172
$1K ﹤0.01%
17
1173
$1K ﹤0.01%
27
1174
$1K ﹤0.01%
22
1175
$1K ﹤0.01%
67
45 46
47
48 49