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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
1276
$1K ﹤0.01%
+175
1277
$1K ﹤0.01%
51
1278
$1K ﹤0.01%
11
1279
$1K ﹤0.01%
+80
1280
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52
1281
$1K ﹤0.01%
15
1282
$1K ﹤0.01%
26
1283
– –
0
1284
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6
1286
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49
1287
$1K ﹤0.01%
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1288
$1K ﹤0.01%
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1289
$1K ﹤0.01%
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1290
$1K ﹤0.01%
25
1291
$1K ﹤0.01%
38
1292
$1K ﹤0.01%
112
1293
$1K ﹤0.01%
42
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$1K ﹤0.01%
1
1295
$1K ﹤0.01%
+14
1296
$1K ﹤0.01%
73
1297
$1K ﹤0.01%
12
1298
$1K ﹤0.01%
8
1299
$1K ﹤0.01%
+75
1300
$1K ﹤0.01%
14
+11
50 51
52
53 54