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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
2026
$3K ﹤0.01%
69
+20
2027
$3K ﹤0.01%
30
2028
$3K ﹤0.01%
131
+81
2029
$3K ﹤0.01%
168
2030
$3K ﹤0.01%
+238
2031
$3K ﹤0.01%
90
+12
2032
$3K ﹤0.01%
281
2033
$3K ﹤0.01%
169
2034
$3K ﹤0.01%
201
+7
2035
$3K ﹤0.01%
56
2036
$3K ﹤0.01%
93
2037
$3K ﹤0.01%
90
2038
$3K ﹤0.01%
58
-34
2039
$3K ﹤0.01%
200
2040
$3K ﹤0.01%
107
2041
$3K ﹤0.01%
77
+29
2042
$3K ﹤0.01%
+60
2043
$3K ﹤0.01%
132
2044
$3K ﹤0.01%
1,500
2045
$3K ﹤0.01%
471
2046
$3K ﹤0.01%
332
+161
2047
$3K ﹤0.01%
200
2048
$3K ﹤0.01%
67
2049
$3K ﹤0.01%
140
2050
$3K ﹤0.01%
5
80 81
82
83 84