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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
1101
$9K ﹤0.01%
305
-73
1102
$9K ﹤0.01%
258
+4
1103
$9K ﹤0.01%
+370
1104
$9K ﹤0.01%
196
1105
$9K ﹤0.01%
1,547
1106
$9K ﹤0.01%
374
1107
$9K ﹤0.01%
660
-12
1108
$9K ﹤0.01%
65
+1
1109
$9K ﹤0.01%
383
+13
1110
$9K ﹤0.01%
44
+4
1111
$9K ﹤0.01%
149
+86
1112
$9K ﹤0.01%
121
+1
1113
$9K ﹤0.01%
154
+61
1114
$9K ﹤0.01%
254
+2
1115
$9K ﹤0.01%
200
1116
$9K ﹤0.01%
+270
1117
$8K ﹤0.01%
214
+4
1118
$8K ﹤0.01%
+345
1119
$8K ﹤0.01%
137
+52
1120
$8K ﹤0.01%
107
+72
1121
$8K ﹤0.01%
1,020
1122
$8K ﹤0.01%
1,179
-572
1123
$8K ﹤0.01%
475
1124
$8K ﹤0.01%
189
-101
1125
$8K ﹤0.01%
121
+4
43 44
45
46 47