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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
1051
$11K ﹤0.01%
91
1052
$11K ﹤0.01%
436
1053
$11K ﹤0.01%
631
-114
1054
$11K ﹤0.01%
72
+14
1055
$11K ﹤0.01%
221
-161
1056
$11K ﹤0.01%
136
1057
$11K ﹤0.01%
264
-79
1058
$11K ﹤0.01%
108
+1
1059
$11K ﹤0.01%
227
1060
$11K ﹤0.01%
1,547
+30
1061
$11K ﹤0.01%
160
1062
$11K ﹤0.01%
69
1063
$11K ﹤0.01%
480
1064
$11K ﹤0.01%
36
1065
$11K ﹤0.01%
256
1066
$11K ﹤0.01%
250
1067
$11K ﹤0.01%
207
+127
1068
$11K ﹤0.01%
156
1069
$11K ﹤0.01%
340
-287
1070
$11K ﹤0.01%
+250
1071
$11K ﹤0.01%
252
+228
1072
$11K ﹤0.01%
377
-40
1073
$11K ﹤0.01%
206
1074
$11K ﹤0.01%
78
1075
$11K ﹤0.01%
116
41 42
43
44 45