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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
1251
$1K ﹤0.01%
56
+1
1252
$1K ﹤0.01%
35
-2
1253
$1K ﹤0.01%
+117
1254
$1K ﹤0.01%
40
+1
1255
$1K ﹤0.01%
21
1256
$1K ﹤0.01%
30
1257
$1K ﹤0.01%
300
1258
$1K ﹤0.01%
45
-81
1259
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252
1260
– –
0
1261
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18
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$1K ﹤0.01%
13
1263
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19
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$1K ﹤0.01%
+30
1265
$1K ﹤0.01%
28
1266
$1K ﹤0.01%
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1267
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1268
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35
-96
1269
$1K ﹤0.01%
+15
1270
$1K ﹤0.01%
+54
1271
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19
1272
$1K ﹤0.01%
105
-330
1273
$1K ﹤0.01%
11
-8
1274
$1K ﹤0.01%
54
1275
$1K ﹤0.01%
+6
49 50
51
52 53