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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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.32M
3
+$1.48M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$944K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$872K

Top Sells

1
+$8.38M
2
+$916K
3
+$617K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$545K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$438K

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$16K ﹤0.01%
131
+98
777
$16K ﹤0.01%
114
+6
778
$16K ﹤0.01%
250
+3
779
$16K ﹤0.01%
425
+60
780
$16K ﹤0.01%
600
781
$16K ﹤0.01%
1,223
+8
782
$16K ﹤0.01%
268
783
$16K ﹤0.01%
492
+351
784
$16K ﹤0.01%
1,085
785
$16K ﹤0.01%
354
+2
786
$15K ﹤0.01%
346
+20
787
$15K ﹤0.01%
326
+5
788
$15K ﹤0.01%
86
+5
789
$15K ﹤0.01%
524
+24
790
$15K ﹤0.01%
247
+40
791
$15K ﹤0.01%
390
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792
$15K ﹤0.01%
245
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793
$15K ﹤0.01%
190
+3
794
$15K ﹤0.01%
222
-100
795
$15K ﹤0.01%
335
796
$15K ﹤0.01%
+779
797
$15K ﹤0.01%
359
+183
798
$15K ﹤0.01%
1,068
799
$15K ﹤0.01%
492
+22
800
$15K ﹤0.01%
69
+6
30 31
32
33 34