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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
2226
$1K ﹤0.01%
11
2227
$1K ﹤0.01%
12
2228
$1K ﹤0.01%
44
2229
$1K ﹤0.01%
16
2230
$1K ﹤0.01%
18
2231
$1K ﹤0.01%
+28
2232
$1K ﹤0.01%
+11
2233
$1K ﹤0.01%
48
-278
2234
$1K ﹤0.01%
28
2235
$1K ﹤0.01%
+5
2236
$1K ﹤0.01%
5
-1
2237
$1K ﹤0.01%
50
2238
$1K ﹤0.01%
100
2239
$1K ﹤0.01%
18
2240
$1K ﹤0.01%
+3
2241
$1K ﹤0.01%
+3
2242
$1K ﹤0.01%
9
2243
$1K ﹤0.01%
3
2244
$1K ﹤0.01%
21
-87
2245
$1K ﹤0.01%
+500
2246
$1K ﹤0.01%
15
2247
$1K ﹤0.01%
20
2248
$1K ﹤0.01%
+300
2249
$1K ﹤0.01%
35
2250
$1K ﹤0.01%
25
+20
88 89
90
91 92