TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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 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 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$7K ﹤0.01%
40
1402
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1403
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1404
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1406
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1409
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1410
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1411
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1412
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1413
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1414
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1415
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1418
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1419
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1420
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1421
$7K ﹤0.01%
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1422
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1423
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1424
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1425
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