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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
2276
$1K ﹤0.01%
4
2277
$1K ﹤0.01%
7
2278
$1K ﹤0.01%
31
2279
$1K ﹤0.01%
4
2280
$1K ﹤0.01%
20
-181
2281
$1K ﹤0.01%
212
2282
$0 ﹤0.01%
200
2283
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-4
2284
– –
-115
2285
– –
-100
2286
– –
-50
2287
$0 ﹤0.01%
18
2288
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-183
2289
– –
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2290
$0 ﹤0.01%
5
-5
2291
$0 ﹤0.01%
9
2292
$0 ﹤0.01%
18
2293
– –
-1,400
2294
$0 ﹤0.01%
+14
2295
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-35
2296
$0 ﹤0.01%
45
2297
– –
-509
2298
$0 ﹤0.01%
3
2299
$0 ﹤0.01%
15
2300
$0 ﹤0.01%
+28
90 91
92
93 94