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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
1526
$6K ﹤0.01%
51
1527
$6K ﹤0.01%
+130
1528
$6K ﹤0.01%
166
1529
$6K ﹤0.01%
416
1530
$6K ﹤0.01%
+106
1531
$6K ﹤0.01%
1,016
+26
1532
$6K ﹤0.01%
+822
1533
$6K ﹤0.01%
103
+35
1534
$6K ﹤0.01%
102
1535
$6K ﹤0.01%
105
+14
1536
$6K ﹤0.01%
69
1537
$6K ﹤0.01%
361
+42
1538
$6K ﹤0.01%
117
+14
1539
$6K ﹤0.01%
142
-66
1540
$6K ﹤0.01%
120
1541
$6K ﹤0.01%
143
-200
1542
$6K ﹤0.01%
113
+86
1543
$6K ﹤0.01%
597
-11,061
1544
$6K ﹤0.01%
190
1545
$6K ﹤0.01%
71
1546
$6K ﹤0.01%
154
1547
$6K ﹤0.01%
73
1548
$6K ﹤0.01%
119
1549
$6K ﹤0.01%
24
-24
1550
$6K ﹤0.01%
44
-2
60 61
62
63 64