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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
1201
$1K ﹤0.01%
+100
1202
$1K ﹤0.01%
+16
1203
$1K ﹤0.01%
10
-38
1204
$1K ﹤0.01%
12
1205
– –
0
1206
$1K ﹤0.01%
+114
1207
$1K ﹤0.01%
49
1208
$1K ﹤0.01%
+32
1209
$1K ﹤0.01%
70
1210
$1K ﹤0.01%
500
+200
1211
$1K ﹤0.01%
29
1212
$1K ﹤0.01%
+100
1213
$1K ﹤0.01%
55
-17
1214
$1K ﹤0.01%
7
1215
$1K ﹤0.01%
39
+13
1216
$1K ﹤0.01%
15
-7
1217
$1K ﹤0.01%
+174
1218
$1K ﹤0.01%
91
-122
1219
$1K ﹤0.01%
60
1220
$1K ﹤0.01%
119
1221
$1K ﹤0.01%
5
1222
$1K ﹤0.01%
+48
1223
$1K ﹤0.01%
30
1224
$1K ﹤0.01%
195
+25
1225
$1K ﹤0.01%
268
47 48
49
50 51