TWA

TCI Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
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 +$9.14M
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 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$4K ﹤0.01%
+587
1827
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254
+102
1828
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525
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1830
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1831
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406
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1833
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1834
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+646
1835
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1836
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1838
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1839
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1840
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1841
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1844
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605
+229
1845
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+123
1846
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63
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1847
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1848
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1849
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1850
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568