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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
926
$14K ﹤0.01%
384
+217
927
$14K ﹤0.01%
148
-18
928
$14K ﹤0.01%
820
929
$14K ﹤0.01%
122
+10
930
$14K ﹤0.01%
85
931
$14K ﹤0.01%
112
+19
932
$14K ﹤0.01%
1,044
+12
933
$14K ﹤0.01%
393
+2
934
$14K ﹤0.01%
40
935
$14K ﹤0.01%
52
936
$14K ﹤0.01%
783
937
$14K ﹤0.01%
304
938
$14K ﹤0.01%
440
+161
939
$14K ﹤0.01%
125
940
$14K ﹤0.01%
205
+117
941
$14K ﹤0.01%
150
-158
942
$14K ﹤0.01%
304
943
$14K ﹤0.01%
101
944
$14K ﹤0.01%
93
+6
945
$14K ﹤0.01%
722
946
$14K ﹤0.01%
568
947
$14K ﹤0.01%
947
+87
948
$14K ﹤0.01%
751
949
$14K ﹤0.01%
172
+54
950
$13K ﹤0.01%
564
+125
36 37
38
39 40