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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
1601
$6K ﹤0.01%
219
1602
$6K ﹤0.01%
288
+55
1603
$6K ﹤0.01%
175
1604
$6K ﹤0.01%
26
1605
$6K ﹤0.01%
177
1606
$6K ﹤0.01%
192
1607
$6K ﹤0.01%
78
+2
1608
$6K ﹤0.01%
+515
1609
$6K ﹤0.01%
66
1610
$6K ﹤0.01%
1,802
+513
1611
$6K ﹤0.01%
201
1612
$5K ﹤0.01%
57
-114
1613
$5K ﹤0.01%
127
+33
1614
$5K ﹤0.01%
131
+28
1615
$5K ﹤0.01%
150
+37
1616
$5K ﹤0.01%
240
+116
1617
$5K ﹤0.01%
27
+2
1618
$5K ﹤0.01%
102
-25
1619
$5K ﹤0.01%
49
1620
$5K ﹤0.01%
112
1621
$5K ﹤0.01%
118
1622
$5K ﹤0.01%
+309
1623
$5K ﹤0.01%
185
1624
$5K ﹤0.01%
194
1625
$5K ﹤0.01%
174
63 64
65
66 67