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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
1376
$1K ﹤0.01%
+50
1377
$1K ﹤0.01%
205
-20
1378
$1K ﹤0.01%
39
1379
$1K ﹤0.01%
51
1380
$1K ﹤0.01%
68
-30
1381
– –
0
1382
$1K ﹤0.01%
+14
1383
$1K ﹤0.01%
25
1384
$1K ﹤0.01%
5
1385
$1K ﹤0.01%
+18
1386
$1K ﹤0.01%
40
1387
$1K ﹤0.01%
+20
1388
$1K ﹤0.01%
224
1389
$1K ﹤0.01%
+27
1390
$1K ﹤0.01%
77
1391
– –
-18
1392
$0 ﹤0.01%
16
+14
1393
– –
0
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$0 ﹤0.01%
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-5
1395
– –
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1396
$0 ﹤0.01%
4
1397
– –
-26
1398
$0 ﹤0.01%
22
1399
$0 ﹤0.01%
4
1400
– –
-20
54 55
56
57 58