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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
1376
$6K ﹤0.01%
218
1377
$6K ﹤0.01%
124
1378
$6K ﹤0.01%
208
+50
1379
$6K ﹤0.01%
474
+41
1380
$6K ﹤0.01%
166
+37
1381
$6K ﹤0.01%
22
+1
1382
$6K ﹤0.01%
96
-6
1383
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188
+4
1384
$6K ﹤0.01%
931
1385
$6K ﹤0.01%
547
1386
$6K ﹤0.01%
229
+31
1387
$6K ﹤0.01%
208
-142
1388
$6K ﹤0.01%
88
1389
$6K ﹤0.01%
78
+2
1390
$6K ﹤0.01%
139
1391
$6K ﹤0.01%
326
1392
$6K ﹤0.01%
+905
1393
$6K ﹤0.01%
102
-47
1394
$6K ﹤0.01%
+328
1395
$6K ﹤0.01%
698
1396
$6K ﹤0.01%
261
-6
1397
$6K ﹤0.01%
86
+40
1398
$6K ﹤0.01%
+340
1399
$6K ﹤0.01%
171
1400
$6K ﹤0.01%
181
-118
54 55
56
57 58