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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
$576M
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,538
New
Increased
Reduced
Closed

Top Buys

1
+$97.6M
2
+$95.8M
3
+$39.2M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$30.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$29.2M

Top Sells

1
+$222K
2
+$184K
3
+$130K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$130K
5
ZM icon
Zoom
ZM
+$84.9K

Sector Composition

1 Technology 8.88%
2 Healthcare 4.98%
3 Industrials 4.33%
4 Consumer Discretionary 4.1%
5 Financials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
– –
0
1352
$6K ﹤0.01%
140
+55
1353
$6K ﹤0.01%
111
+51
1354
$6K ﹤0.01%
171
1355
$6K ﹤0.01%
25
+5
1356
$6K ﹤0.01%
+354
1357
$6K ﹤0.01%
140
+42
1358
$6K ﹤0.01%
80
+47
1359
$6K ﹤0.01%
11
+8
1360
$6K ﹤0.01%
+62
1361
$6K ﹤0.01%
183
+42
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$6K ﹤0.01%
249
+102
1363
$6K ﹤0.01%
52
1364
$6K ﹤0.01%
325
+40
1365
$6K ﹤0.01%
+74
1366
$6K ﹤0.01%
33
1367
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40
-9
1368
$6K ﹤0.01%
235
-113
1369
$6K ﹤0.01%
+259
1370
$6K ﹤0.01%
118
+72
1371
$6K ﹤0.01%
168
+95
1372
$6K ﹤0.01%
185
1373
$6K ﹤0.01%
81
-8
1374
$6K ﹤0.01%
158
+66
1375
$6K ﹤0.01%
111
+9
53 54
55
56 57