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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
1876
$4K ﹤0.01%
307
1877
$4K ﹤0.01%
113
-9
1878
$4K ﹤0.01%
159
+102
1879
$4K ﹤0.01%
135
+17
1880
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42
1881
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39
-211
1882
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+250
1883
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500
1884
$4K ﹤0.01%
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1885
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1886
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-53
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24
1888
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5
1889
$4K ﹤0.01%
89
-51
1890
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95
1891
$4K ﹤0.01%
+102
1892
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78
+22
1893
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148
-11
1894
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46
1895
$4K ﹤0.01%
244
1896
$4K ﹤0.01%
58
1897
$4K ﹤0.01%
397
+114
1898
$4K ﹤0.01%
+40
1899
$4K ﹤0.01%
131
1900
$4K ﹤0.01%
287
+93
74 75
76
77 78