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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
1626
$4K ﹤0.01%
231
+137
1627
$4K ﹤0.01%
40
+20
1628
$4K ﹤0.01%
726
1629
$4K ﹤0.01%
39
1630
$4K ﹤0.01%
987
1631
$4K ﹤0.01%
99
+50
1632
$4K ﹤0.01%
+102
1633
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122
+35
1634
$4K ﹤0.01%
+200
1635
$4K ﹤0.01%
93
+37
1636
$4K ﹤0.01%
20
-22
1637
$4K ﹤0.01%
61
+15
1638
$4K ﹤0.01%
72
+45
1639
$4K ﹤0.01%
+96
1640
$4K ﹤0.01%
55
+9
1641
$4K ﹤0.01%
323
+179
1642
$4K ﹤0.01%
49
+10
1643
$4K ﹤0.01%
182
+23
1644
$4K ﹤0.01%
10
1645
$4K ﹤0.01%
99
1646
$4K ﹤0.01%
44
-126
1647
$4K ﹤0.01%
69
+29
1648
$4K ﹤0.01%
304
1649
$4K ﹤0.01%
23
-4
1650
$4K ﹤0.01%
18
64 65
66
67 68