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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
$676M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.69M
3
+$2.66M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.4M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.92M

Top Sells

1
+$9.14M
2
+$1.26M
3
+$727K
4
VUG icon
Vanguard Growth ETF
VUG
+$681K
5
ES icon
Eversource Energy
ES
+$581K

Sector Composition

1 Technology 7.05%
2 Healthcare 4.42%
3 Consumer Discretionary 3.77%
4 Financials 3.71%
5 Industrials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$20K ﹤0.01%
76
727
$20K ﹤0.01%
170
-1,259
728
$20K ﹤0.01%
279
729
$19K ﹤0.01%
48
+10
730
$19K ﹤0.01%
234
+56
731
$19K ﹤0.01%
177
+21
732
$19K ﹤0.01%
613
-172
733
$19K ﹤0.01%
288
-8
734
$19K ﹤0.01%
629
735
$19K ﹤0.01%
305
736
$19K ﹤0.01%
77
+6
737
$19K ﹤0.01%
266
-402
738
$19K ﹤0.01%
424
+79
739
$19K ﹤0.01%
250
+105
740
$19K ﹤0.01%
544
741
$19K ﹤0.01%
81
+7
742
$19K ﹤0.01%
1,183
743
$19K ﹤0.01%
590
+93
744
$19K ﹤0.01%
300
+10
745
$19K ﹤0.01%
1,000
746
$19K ﹤0.01%
135
+85
747
$19K ﹤0.01%
87
+10
748
$19K ﹤0.01%
3,518
+194
749
$19K ﹤0.01%
89
+29
750
$18K ﹤0.01%
74
28 29
30
31 32