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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
1451
$7K ﹤0.01%
1,060
+193
1452
$7K ﹤0.01%
35
-7
1453
$7K ﹤0.01%
150
+29
1454
$7K ﹤0.01%
104
+10
1455
$7K ﹤0.01%
36
1456
$7K ﹤0.01%
244
+12
1457
$7K ﹤0.01%
190
-204
1458
$7K ﹤0.01%
96
+57
1459
$7K ﹤0.01%
956
+133
1460
$7K ﹤0.01%
+29
1461
$7K ﹤0.01%
164
1462
$7K ﹤0.01%
188
+31
1463
$7K ﹤0.01%
177
+23
1464
$7K ﹤0.01%
152
1465
$7K ﹤0.01%
428
+222
1466
$7K ﹤0.01%
369
-174
1467
$7K ﹤0.01%
255
+173
1468
$7K ﹤0.01%
151
+73
1469
$7K ﹤0.01%
80
1470
$7K ﹤0.01%
151
-342
1471
$7K ﹤0.01%
265
1472
$7K ﹤0.01%
109
+64
1473
$7K ﹤0.01%
+250
1474
$7K ﹤0.01%
250
1475
$7K ﹤0.01%
116
57 58
59
60 61