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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
1326
$7K ﹤0.01%
116
+56
1327
$7K ﹤0.01%
18
1328
$7K ﹤0.01%
192
-164
1329
$7K ﹤0.01%
314
-21
1330
$7K ﹤0.01%
359
+220
1331
$7K ﹤0.01%
+351
1332
$7K ﹤0.01%
94
-38
1333
$7K ﹤0.01%
210
1334
$7K ﹤0.01%
823
+749
1335
$7K ﹤0.01%
500
1336
$7K ﹤0.01%
233
-62
1337
$7K ﹤0.01%
134
+52
1338
$7K ﹤0.01%
116
1339
$7K ﹤0.01%
50
1340
$7K ﹤0.01%
+201
1341
$7K ﹤0.01%
159
+53
1342
$7K ﹤0.01%
188
1343
$7K ﹤0.01%
73
1344
$7K ﹤0.01%
124
-54
1345
$7K ﹤0.01%
1,900
1346
$7K ﹤0.01%
+406
1347
$7K ﹤0.01%
100
+10
1348
$7K ﹤0.01%
230
1349
$7K ﹤0.01%
390
1350
$7K ﹤0.01%
153
52 53
54
55 56