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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
1001
$9K ﹤0.01%
196
+175
1002
$9K ﹤0.01%
127
+39
1003
$9K ﹤0.01%
191
1004
$9K ﹤0.01%
259
1005
$9K ﹤0.01%
219
1006
$9K ﹤0.01%
195
1007
$9K ﹤0.01%
103
+46
1008
$9K ﹤0.01%
+196
1009
$9K ﹤0.01%
158
-31
1010
$9K ﹤0.01%
38
+3
1011
$9K ﹤0.01%
79
+2
1012
$9K ﹤0.01%
155
+12
1013
$9K ﹤0.01%
226
+161
1014
$9K ﹤0.01%
151
1015
$9K ﹤0.01%
172
1016
$9K ﹤0.01%
169
-36
1017
$9K ﹤0.01%
58
+10
1018
$9K ﹤0.01%
38
-19
1019
$9K ﹤0.01%
141
1020
$9K ﹤0.01%
484
+30
1021
$9K ﹤0.01%
49
1022
$9K ﹤0.01%
+250
1023
$9K ﹤0.01%
105
1024
$9K ﹤0.01%
273
1025
$9K ﹤0.01%
+242
39 40
41
42 43