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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
1226
$1K ﹤0.01%
21
1227
$1K ﹤0.01%
47
1228
$1K ﹤0.01%
48
+7
1229
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48
1230
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42
1231
$1K ﹤0.01%
+200
1232
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+400
1233
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29
1234
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1235
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17
-8
1236
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20
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$1K ﹤0.01%
+48
1238
$1K ﹤0.01%
45
1239
$1K ﹤0.01%
32
1240
$1K ﹤0.01%
+43
1241
$1K ﹤0.01%
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1242
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+17
1243
$1K ﹤0.01%
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1244
$1K ﹤0.01%
3
1245
$1K ﹤0.01%
9
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$1K ﹤0.01%
196
1247
$1K ﹤0.01%
21
-600
1248
$1K ﹤0.01%
15
1249
$1K ﹤0.01%
24
1250
$1K ﹤0.01%
90
48 49
50
51 52