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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
1276
$7K ﹤0.01%
92
+3
1277
$7K ﹤0.01%
248
+13
1278
$7K ﹤0.01%
312
+1
1279
$7K ﹤0.01%
1,897
1280
$7K ﹤0.01%
223
1281
$7K ﹤0.01%
256
-113
1282
$7K ﹤0.01%
363
+133
1283
$7K ﹤0.01%
105
+1
1284
$7K ﹤0.01%
147
-24
1285
$7K ﹤0.01%
407
1286
$7K ﹤0.01%
+150
1287
$7K ﹤0.01%
228
1288
$7K ﹤0.01%
513
+101
1289
$7K ﹤0.01%
283
1290
$7K ﹤0.01%
100
+1
1291
$7K ﹤0.01%
215
+4
1292
$7K ﹤0.01%
+226
1293
$7K ﹤0.01%
686
+357
1294
$7K ﹤0.01%
288
+110
1295
$7K ﹤0.01%
31
+3
1296
$7K ﹤0.01%
137
+18
1297
$7K ﹤0.01%
132
+12
1298
$7K ﹤0.01%
69
1299
$7K ﹤0.01%
185
+25
1300
$7K ﹤0.01%
605
+179
50 51
52
53 54