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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
1476
$6K ﹤0.01%
1,639
1477
$6K ﹤0.01%
30
1478
$6K ﹤0.01%
45
-2
1479
$6K ﹤0.01%
45
1480
$6K ﹤0.01%
+446
1481
$6K ﹤0.01%
335
1482
$6K ﹤0.01%
525
1483
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115
+84
1484
$6K ﹤0.01%
242
1485
$6K ﹤0.01%
189
1486
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228
1487
$6K ﹤0.01%
+52
1488
$6K ﹤0.01%
216
+35
1489
$6K ﹤0.01%
46
1490
$6K ﹤0.01%
+329
1491
$6K ﹤0.01%
147
+115
1492
$6K ﹤0.01%
192
1493
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124
1494
$5K ﹤0.01%
135
-1
1495
$5K ﹤0.01%
183
1496
$5K ﹤0.01%
70
1497
$5K ﹤0.01%
+77
1498
$5K ﹤0.01%
129
-139
1499
$5K ﹤0.01%
123
1500
$5K ﹤0.01%
+785
58 59
60
61 62