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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
$637M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,681
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$16.4M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.18M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.75M

Top Sells

1
+$2.94M
2
+$2.48M
3
+$637K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K
5
KO icon
Coca-Cola
KO
+$573K

Sector Composition

1 Technology 7.89%
2 Healthcare 4.49%
3 Financials 4.37%
4 Consumer Discretionary 3.77%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$15K ﹤0.01%
174
+44
827
$15K ﹤0.01%
262
+52
828
$15K ﹤0.01%
458
+190
829
$15K ﹤0.01%
234
830
$15K ﹤0.01%
433
+281
831
$15K ﹤0.01%
325
832
$15K ﹤0.01%
860
+263
833
$15K ﹤0.01%
751
834
$15K ﹤0.01%
211
+35
835
$14K ﹤0.01%
173
-34
836
$14K ﹤0.01%
501
837
$14K ﹤0.01%
692
838
$14K ﹤0.01%
119
+80
839
$14K ﹤0.01%
124
+41
840
$14K ﹤0.01%
+686
841
$14K ﹤0.01%
+58
842
$14K ﹤0.01%
548
843
$14K ﹤0.01%
372
+242
844
$14K ﹤0.01%
90
+18
845
$14K ﹤0.01%
784
-40
846
$14K ﹤0.01%
804
+64
847
$14K ﹤0.01%
224
+11
848
$14K ﹤0.01%
161
+48
849
$14K ﹤0.01%
241
+90
850
$14K ﹤0.01%
306
+137
32 33
34
35 36