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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
1376
$8K ﹤0.01%
166
1377
$8K ﹤0.01%
445
1378
$8K ﹤0.01%
77
1379
$8K ﹤0.01%
52
+1
1380
$8K ﹤0.01%
337
+89
1381
$8K ﹤0.01%
552
+468
1382
$8K ﹤0.01%
+226
1383
$8K ﹤0.01%
46
-14
1384
$8K ﹤0.01%
147
1385
$8K ﹤0.01%
156
1386
$8K ﹤0.01%
55
1387
$8K ﹤0.01%
285
1388
$8K ﹤0.01%
36
1389
$8K ﹤0.01%
124
1390
$8K ﹤0.01%
165
1391
$8K ﹤0.01%
123
+2
1392
$7K ﹤0.01%
228
1393
$7K ﹤0.01%
280
-154
1394
$7K ﹤0.01%
236
+186
1395
$7K ﹤0.01%
40
1396
$7K ﹤0.01%
207
1397
$7K ﹤0.01%
508
-36
1398
$7K ﹤0.01%
138
+35
1399
$7K ﹤0.01%
113
1400
$7K ﹤0.01%
103
-13
54 55
56
57 58