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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
1576
$4K ﹤0.01%
81
+23
1577
$4K ﹤0.01%
64
+12
1578
$4K ﹤0.01%
+161
1579
$4K ﹤0.01%
46
+12
1580
$4K ﹤0.01%
119
+69
1581
$4K ﹤0.01%
52
-9
1582
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+6
1583
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190
1584
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+90
1585
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55
-1
1586
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371
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1587
$4K ﹤0.01%
47
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1588
$4K ﹤0.01%
5
1589
$4K ﹤0.01%
+89
1590
$4K ﹤0.01%
+42
1591
$4K ﹤0.01%
117
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$4K ﹤0.01%
46
-8
1593
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1594
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138
1595
$4K ﹤0.01%
82
-66
1596
$4K ﹤0.01%
156
1597
$4K ﹤0.01%
+94
1598
$4K ﹤0.01%
176
1599
$4K ﹤0.01%
102
-16
1600
$4K ﹤0.01%
+97
62 63
64
65 66