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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
876
$15K ﹤0.01%
373
-34
877
$15K ﹤0.01%
600
878
$15K ﹤0.01%
177
+17
879
$15K ﹤0.01%
51
+13
880
$15K ﹤0.01%
206
881
$15K ﹤0.01%
284
+32
882
$15K ﹤0.01%
319
+50
883
$15K ﹤0.01%
159
+5
884
$15K ﹤0.01%
39
-23
885
$15K ﹤0.01%
321
-150
886
$15K ﹤0.01%
40
+27
887
$15K ﹤0.01%
579
+122
888
$15K ﹤0.01%
104
889
$15K ﹤0.01%
+1,490
890
$15K ﹤0.01%
323
891
$15K ﹤0.01%
500
+300
892
$15K ﹤0.01%
252
+29
893
$15K ﹤0.01%
83
894
$15K ﹤0.01%
242
895
$15K ﹤0.01%
1,505
-900
896
$15K ﹤0.01%
459
-10
897
$15K ﹤0.01%
569
898
$14K ﹤0.01%
743
899
$14K ﹤0.01%
81
900
$14K ﹤0.01%
111
-19
34 35
36
37 38