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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
1576
$5K ﹤0.01%
273
1577
$5K ﹤0.01%
+41
1578
$5K ﹤0.01%
20
1579
$5K ﹤0.01%
317
-48
1580
$5K ﹤0.01%
210
1581
$5K ﹤0.01%
75
1582
$5K ﹤0.01%
204
1583
$5K ﹤0.01%
39
1584
$5K ﹤0.01%
138
-22
1585
$5K ﹤0.01%
65
1586
$5K ﹤0.01%
103
1587
$5K ﹤0.01%
184
+57
1588
$5K ﹤0.01%
+1,676
1589
$5K ﹤0.01%
312
-174
1590
$5K ﹤0.01%
+150
1591
$5K ﹤0.01%
77
+56
1592
$5K ﹤0.01%
+169
1593
$5K ﹤0.01%
74
-21
1594
$5K ﹤0.01%
705
1595
$5K ﹤0.01%
+472
1596
$5K ﹤0.01%
80
1597
$5K ﹤0.01%
299
+122
1598
$5K ﹤0.01%
68
-64
1599
$5K ﹤0.01%
26
+22
1600
$5K ﹤0.01%
558
62 63
64
65 66