TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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 Sells

1 +$9.48M
2 +$1.37M
3 +$736K
4
VUG icon
Vanguard Growth ETF
VUG
+$699K
5
ES icon
Eversource Energy
ES
+$617K

Sector Composition

1 Technology 7.06%
2 Healthcare 4.42%
3 Consumer Discretionary 3.77%
4 Financials 3.7%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$4K ﹤0.01%
406
+173
1827
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+189
1828
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+646
1829
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1830
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1831
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1832
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1833
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1834
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13
1835
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45
-35
1836
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1837
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4,000
1838
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684
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1839
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+306
1840
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181
+45
1841
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1842
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189
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1843
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1844
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967
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1845
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309
+106
1846
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193
+15
1847
$4K ﹤0.01%
+93
1848
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500
1849
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+1,630
1850
$4K ﹤0.01%
189
+47