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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
1301
$1K ﹤0.01%
10
-17
1302
$1K ﹤0.01%
13
1303
$1K ﹤0.01%
+24
1304
$1K ﹤0.01%
+20
1305
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15
1306
$1K ﹤0.01%
8
1307
$1K ﹤0.01%
114
1308
$1K ﹤0.01%
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1309
$1K ﹤0.01%
104
1310
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8
-6
1311
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35
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75
1313
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6
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1314
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+21
1315
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71
+33
1316
$1K ﹤0.01%
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1319
$1K ﹤0.01%
+181
1320
$1K ﹤0.01%
59
1321
$1K ﹤0.01%
+18
1322
$1K ﹤0.01%
35
1323
$1K ﹤0.01%
29
1324
$1K ﹤0.01%
63
1325
$1K ﹤0.01%
1
51 52
53
54 55