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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
1351
$6K ﹤0.01%
84
1352
$6K ﹤0.01%
258
+46
1353
$6K ﹤0.01%
35
-1
1354
$6K ﹤0.01%
76
+1
1355
$6K ﹤0.01%
2,073
+1,250
1356
$6K ﹤0.01%
500
+440
1357
$6K ﹤0.01%
248
1358
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69
1359
$6K ﹤0.01%
184
+1
1360
$6K ﹤0.01%
227
+106
1361
$6K ﹤0.01%
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1362
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71
1363
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190
+2
1364
$6K ﹤0.01%
76
+3
1365
$6K ﹤0.01%
285
+7
1366
$6K ﹤0.01%
+186
1367
$6K ﹤0.01%
66
-38
1368
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214
+1
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$6K ﹤0.01%
102
+2
1370
$6K ﹤0.01%
464
+7
1371
$6K ﹤0.01%
205
+4
1372
$6K ﹤0.01%
412
1373
$6K ﹤0.01%
144
-127
1374
$6K ﹤0.01%
54
+4
1375
$6K ﹤0.01%
426
53 54
55
56 57