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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
1976
$3K ﹤0.01%
118
1977
$3K ﹤0.01%
119
-129
1978
$3K ﹤0.01%
109
1979
$3K ﹤0.01%
21
1980
$3K ﹤0.01%
29
1981
$3K ﹤0.01%
480
1982
$3K ﹤0.01%
54
1983
$3K ﹤0.01%
81
1984
$3K ﹤0.01%
+150
1985
$3K ﹤0.01%
+467
1986
$3K ﹤0.01%
70
-115
1987
$3K ﹤0.01%
192
1988
$3K ﹤0.01%
188
-60
1989
$3K ﹤0.01%
82
1990
$3K ﹤0.01%
197
1991
$3K ﹤0.01%
33
-18
1992
$3K ﹤0.01%
178
+74
1993
$3K ﹤0.01%
35
1994
$3K ﹤0.01%
31
1995
$3K ﹤0.01%
127
+35
1996
$3K ﹤0.01%
23
1997
$3K ﹤0.01%
89
1998
$3K ﹤0.01%
195
1999
$3K ﹤0.01%
10
2000
$3K ﹤0.01%
638
+384
78 79
80
81 82