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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
$576M
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,538
New
Increased
Reduced
Closed

Top Buys

1
+$97.6M
2
+$95.8M
3
+$39.2M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$30.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$29.2M

Top Sells

1
+$222K
2
+$184K
3
+$130K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$130K
5
ZM icon
Zoom
ZM
+$84.9K

Sector Composition

1 Technology 8.88%
2 Healthcare 4.98%
3 Industrials 4.33%
4 Consumer Discretionary 4.1%
5 Financials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$11K ﹤0.01%
270
+67
877
$11K ﹤0.01%
1,091
+420
878
$11K ﹤0.01%
287
879
$11K ﹤0.01%
203
+54
880
$11K ﹤0.01%
+95
881
$11K ﹤0.01%
76
882
$11K ﹤0.01%
282
883
$11K ﹤0.01%
+168
884
$11K ﹤0.01%
885
+93
885
$11K ﹤0.01%
1,534
+661
886
$11K ﹤0.01%
140
+20
887
$11K ﹤0.01%
+152
888
$11K ﹤0.01%
113
-22
889
$11K ﹤0.01%
68
890
$11K ﹤0.01%
292
891
$11K ﹤0.01%
608
+155
892
$11K ﹤0.01%
886
893
$11K ﹤0.01%
60
+27
894
$11K ﹤0.01%
53
+18
895
$11K ﹤0.01%
315
+31
896
$11K ﹤0.01%
172
+139
897
$11K ﹤0.01%
126
+3
898
$11K ﹤0.01%
50
+33
899
$11K ﹤0.01%
191
+32
900
$11K ﹤0.01%
434
34 35
36
37 38