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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
1326
$6K ﹤0.01%
87
1327
$6K ﹤0.01%
77
1328
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500
-292
1329
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167
+2
1330
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1331
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241
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149
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$6K ﹤0.01%
466
1339
$6K ﹤0.01%
+572
1340
$6K ﹤0.01%
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306
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$6K ﹤0.01%
81
-36
1345
$6K ﹤0.01%
857
+582
1346
$6K ﹤0.01%
33
+4
1347
$6K ﹤0.01%
369
-327
1348
$6K ﹤0.01%
37
+4
1349
$6K ﹤0.01%
154
+3
1350
$6K ﹤0.01%
271
+123
52 53
54
55 56