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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
$667M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.59M
3
+$2.41M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.07M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.83M

Top Sells

1
+$583K
2
+$576K
3
+$387K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$290K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$286K

Sector Composition

1 Technology 6.57%
2 Healthcare 4.36%
3 Financials 3.63%
4 Industrials 3.61%
5 Consumer Discretionary 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$14K ﹤0.01%
918
877
$14K ﹤0.01%
593
878
$14K ﹤0.01%
979
+8
879
$14K ﹤0.01%
94
880
$14K ﹤0.01%
68
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881
$14K ﹤0.01%
91
882
$14K ﹤0.01%
82
+60
883
$14K ﹤0.01%
180
-46
884
$14K ﹤0.01%
242
885
$14K ﹤0.01%
12
886
$14K ﹤0.01%
95
+52
887
$14K ﹤0.01%
28
888
$14K ﹤0.01%
73
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889
$14K ﹤0.01%
108
-44
890
$14K ﹤0.01%
573
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891
$14K ﹤0.01%
634
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892
$14K ﹤0.01%
172
893
$14K ﹤0.01%
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894
$14K ﹤0.01%
680
-281
895
$14K ﹤0.01%
117
+49
896
$14K ﹤0.01%
458
897
$14K ﹤0.01%
356
-17
898
$14K ﹤0.01%
95
899
$14K ﹤0.01%
91
-4
900
$14K ﹤0.01%
865
-242
34 35
36
37 38