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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
1826
$4K ﹤0.01%
57
+2
1827
$4K ﹤0.01%
+182
1828
$4K ﹤0.01%
144
1829
$4K ﹤0.01%
+270
1830
$4K ﹤0.01%
327
+43
1831
$4K ﹤0.01%
957
1832
$4K ﹤0.01%
77
1833
$4K ﹤0.01%
+10
1834
$4K ﹤0.01%
280
+52
1835
$4K ﹤0.01%
+120
1836
$4K ﹤0.01%
+342
1837
$4K ﹤0.01%
254
-246
1838
$4K ﹤0.01%
91
-308
1839
$4K ﹤0.01%
4,000
1840
$4K ﹤0.01%
684
+144
1841
$4K ﹤0.01%
+306
1842
$4K ﹤0.01%
181
+45
1843
$4K ﹤0.01%
+118
1844
$4K ﹤0.01%
65
1845
$4K ﹤0.01%
103
1846
$4K ﹤0.01%
967
-244
1847
$4K ﹤0.01%
309
+106
1848
$4K ﹤0.01%
193
+15
1849
$4K ﹤0.01%
500
1850
$4K ﹤0.01%
+1,630
72 73
74
75 76