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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
1176
$1K ﹤0.01%
+16
1177
$1K ﹤0.01%
12
1178
$1K ﹤0.01%
73
1179
$1K ﹤0.01%
10
1180
$1K ﹤0.01%
123
1181
$1K ﹤0.01%
+40
1182
$1K ﹤0.01%
36
1183
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27
-15
1184
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2
1185
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1186
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56
-32
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$1K ﹤0.01%
8
1188
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+19
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$1K ﹤0.01%
+4
1190
$1K ﹤0.01%
145
1191
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1192
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14
-65
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$1K ﹤0.01%
267
1194
$1K ﹤0.01%
+159
1195
$1K ﹤0.01%
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1196
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+138
1197
$1K ﹤0.01%
27
-44
1198
– –
0
1199
$1K ﹤0.01%
+31
1200
$1K ﹤0.01%
+34
46 47
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49 50