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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
1251
$7K ﹤0.01%
403
1252
$7K ﹤0.01%
42
+7
1253
$7K ﹤0.01%
886
1254
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552
1255
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52
+5
1256
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-1
1257
$7K ﹤0.01%
100
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1259
$7K ﹤0.01%
93
-2
1260
$7K ﹤0.01%
+232
1261
$7K ﹤0.01%
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-8
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220
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$7K ﹤0.01%
274
-175
1264
$7K ﹤0.01%
484
1265
$7K ﹤0.01%
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+1
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$7K ﹤0.01%
28
+1
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$7K ﹤0.01%
158
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1268
$7K ﹤0.01%
50
1269
$7K ﹤0.01%
346
1270
$7K ﹤0.01%
1,328
1271
$7K ﹤0.01%
711
+671
1272
$7K ﹤0.01%
43
+3
1273
$7K ﹤0.01%
25
+3
1274
$7K ﹤0.01%
153
1275
$7K ﹤0.01%
96
+76
49 50
51
52 53