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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
1626
$5K ﹤0.01%
290
1627
$5K ﹤0.01%
164
+43
1628
$5K ﹤0.01%
16
1629
$5K ﹤0.01%
+187
1630
$5K ﹤0.01%
106
1631
$5K ﹤0.01%
294
+150
1632
$5K ﹤0.01%
179
1633
$5K ﹤0.01%
+430
1634
$5K ﹤0.01%
80
1635
$5K ﹤0.01%
594
+568
1636
$5K ﹤0.01%
1,040
+53
1637
$5K ﹤0.01%
316
+124
1638
$5K ﹤0.01%
153
+69
1639
$5K ﹤0.01%
109
+28
1640
$5K ﹤0.01%
45
+23
1641
$5K ﹤0.01%
121
1642
$5K ﹤0.01%
88
-179
1643
$5K ﹤0.01%
49
1644
$5K ﹤0.01%
1
1645
$5K ﹤0.01%
123
+41
1646
$5K ﹤0.01%
95
1647
$5K ﹤0.01%
200
1648
$5K ﹤0.01%
126
1649
$5K ﹤0.01%
96
1650
$5K ﹤0.01%
56
64 65
66
67 68