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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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.32M
3
+$1.48M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$944K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$872K

Top Sells

1
+$8.38M
2
+$916K
3
+$617K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$545K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$438K

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$9K ﹤0.01%
+395
1077
$9K ﹤0.01%
+192
1078
$9K ﹤0.01%
359
1079
$9K ﹤0.01%
209
+3
1080
$9K ﹤0.01%
272
+182
1081
$9K ﹤0.01%
202
1082
$9K ﹤0.01%
+266
1083
$9K ﹤0.01%
250
+4
1084
$9K ﹤0.01%
+484
1085
$9K ﹤0.01%
413
+1
1086
$9K ﹤0.01%
315
+6
1087
$9K ﹤0.01%
284
1088
$9K ﹤0.01%
75
-33
1089
$9K ﹤0.01%
646
+27
1090
$9K ﹤0.01%
138
+114
1091
$9K ﹤0.01%
730
-55
1092
$9K ﹤0.01%
327
+68
1093
$9K ﹤0.01%
342
1094
$9K ﹤0.01%
172
1095
$9K ﹤0.01%
132
-600
1096
$9K ﹤0.01%
193
+5
1097
$9K ﹤0.01%
177
1098
$9K ﹤0.01%
295
-39
1099
$9K ﹤0.01%
199
+97
1100
$9K ﹤0.01%
475
+11
42 43
44
45 46