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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
1951
$4K ﹤0.01%
+322
1952
$4K ﹤0.01%
32
-55
1953
$4K ﹤0.01%
+73
1954
$4K ﹤0.01%
159
-130
1955
$4K ﹤0.01%
231
+62
1956
$4K ﹤0.01%
116
+4
1957
$4K ﹤0.01%
+215
1958
$4K ﹤0.01%
+304
1959
$4K ﹤0.01%
705
-463
1960
$4K ﹤0.01%
81
+13
1961
$4K ﹤0.01%
160
+11
1962
$4K ﹤0.01%
73
+25
1963
$4K ﹤0.01%
236
+31
1964
$4K ﹤0.01%
177
1965
$4K ﹤0.01%
45
-121
1966
$4K ﹤0.01%
+486
1967
$4K ﹤0.01%
558
+175
1968
$4K ﹤0.01%
148
1969
$4K ﹤0.01%
98
1970
$4K ﹤0.01%
1,032
1971
$4K ﹤0.01%
210
+59
1972
$3K ﹤0.01%
+100
1973
$3K ﹤0.01%
68
1974
$3K ﹤0.01%
78
1975
$3K ﹤0.01%
37
77 78
79
80 81