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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
826
$16K ﹤0.01%
62
-1
827
$16K ﹤0.01%
95
-3
828
$16K ﹤0.01%
59
+4
829
$16K ﹤0.01%
297
830
$16K ﹤0.01%
342
-68
831
$16K ﹤0.01%
1,019
+400
832
$16K ﹤0.01%
236
833
$16K ﹤0.01%
66
-3
834
$16K ﹤0.01%
211
835
$16K ﹤0.01%
325
836
$16K ﹤0.01%
5,250
+3,000
837
$16K ﹤0.01%
180
+11
838
$16K ﹤0.01%
114
839
$16K ﹤0.01%
144
840
$16K ﹤0.01%
175
+15
841
$16K ﹤0.01%
327
+40
842
$16K ﹤0.01%
393
843
$16K ﹤0.01%
176
+3
844
$16K ﹤0.01%
107
-20
845
$16K ﹤0.01%
196
+25
846
$16K ﹤0.01%
343
-44
847
$16K ﹤0.01%
514
+225
848
$16K ﹤0.01%
317
-71
849
$15K ﹤0.01%
281
+79
850
$15K ﹤0.01%
+308
32 33
34
35 36