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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
1326
$1K ﹤0.01%
660
+580
1327
$1K ﹤0.01%
+279
1328
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8
1329
$1K ﹤0.01%
14
1330
$1K ﹤0.01%
11
1331
$1K ﹤0.01%
52
1332
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44
1333
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+50
1334
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26
1335
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1336
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1337
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1338
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38
1339
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1340
$1K ﹤0.01%
51
-53
1341
$1K ﹤0.01%
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-26
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+51
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$1K ﹤0.01%
35
1344
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40
1345
$1K ﹤0.01%
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1346
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58
+27
1347
$1K ﹤0.01%
24
1348
$1K ﹤0.01%
6
1349
$1K ﹤0.01%
22
-182
1350
$1K ﹤0.01%
40
52 53
54
55 56