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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
2176
$1K ﹤0.01%
2
2177
$1K ﹤0.01%
22
2178
$1K ﹤0.01%
+20
2179
$1K ﹤0.01%
27
-118
2180
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63
2181
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18
2182
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21
2183
$1K ﹤0.01%
5
-34
2184
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252
2185
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11
2186
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6
2187
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8
-69
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$1K ﹤0.01%
5
2189
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9
2190
$1K ﹤0.01%
30
2191
$1K ﹤0.01%
35
-139
2192
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20
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41
2195
$1K ﹤0.01%
+1
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6
2197
$1K ﹤0.01%
23
-7
2198
$1K ﹤0.01%
+15
2199
$1K ﹤0.01%
23
2200
$1K ﹤0.01%
21
86 87
88
89 90