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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
1501
$5K ﹤0.01%
+61
1502
$5K ﹤0.01%
254
1503
$5K ﹤0.01%
+318
1504
$5K ﹤0.01%
34
-49
1505
$5K ﹤0.01%
95
+21
1506
$5K ﹤0.01%
+121
1507
$5K ﹤0.01%
+52
1508
$5K ﹤0.01%
+109
1509
$5K ﹤0.01%
911
-105
1510
$5K ﹤0.01%
216
+25
1511
$5K ﹤0.01%
221
+157
1512
$5K ﹤0.01%
140
1513
$5K ﹤0.01%
1,003
-512
1514
$5K ﹤0.01%
1,500
1515
$5K ﹤0.01%
274
1516
$5K ﹤0.01%
321
+35
1517
$5K ﹤0.01%
+128
1518
$5K ﹤0.01%
93
-118
1519
$5K ﹤0.01%
52
1520
$5K ﹤0.01%
594
1521
$5K ﹤0.01%
339
-393
1522
$5K ﹤0.01%
+117
1523
$5K ﹤0.01%
59
-43
1524
$5K ﹤0.01%
123
1525
$5K ﹤0.01%
95
59 60
61
62 63