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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
1526
$4K ﹤0.01%
+68
1527
$4K ﹤0.01%
160
1528
$4K ﹤0.01%
93
1529
$4K ﹤0.01%
95
+32
1530
$4K ﹤0.01%
119
+22
1531
$4K ﹤0.01%
116
-64
1532
$4K ﹤0.01%
107
-2
1533
$4K ﹤0.01%
90
+14
1534
$4K ﹤0.01%
112
+20
1535
$4K ﹤0.01%
137
-7
1536
$4K ﹤0.01%
+76
1537
$4K ﹤0.01%
+172
1538
$4K ﹤0.01%
1,032
1539
$4K ﹤0.01%
+656
1540
$4K ﹤0.01%
79
1541
$4K ﹤0.01%
182
+54
1542
$4K ﹤0.01%
67
+42
1543
$4K ﹤0.01%
74
+2
1544
$4K ﹤0.01%
126
+79
1545
$4K ﹤0.01%
+103
1546
$4K ﹤0.01%
510
+10
1547
$4K ﹤0.01%
+235
1548
$4K ﹤0.01%
16
+13
1549
$4K ﹤0.01%
131
+83
1550
$4K ﹤0.01%
281
+81
60 61
62
63 64