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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
1651
$4K ﹤0.01%
41
1652
$4K ﹤0.01%
71
1653
$4K ﹤0.01%
74
1654
$4K ﹤0.01%
50
-60
1655
$4K ﹤0.01%
86
+35
1656
$4K ﹤0.01%
500
+100
1657
$4K ﹤0.01%
+77
1658
$4K ﹤0.01%
67
1659
$4K ﹤0.01%
107
+16
1660
$4K ﹤0.01%
+208
1661
$4K ﹤0.01%
149
+4
1662
$4K ﹤0.01%
154
+37
1663
$4K ﹤0.01%
+85
1664
$4K ﹤0.01%
118
+39
1665
$4K ﹤0.01%
31
+12
1666
$4K ﹤0.01%
131
+30
1667
$4K ﹤0.01%
73
1668
$3K ﹤0.01%
+140
1669
$3K ﹤0.01%
130
1670
$3K ﹤0.01%
+129
1671
$3K ﹤0.01%
+47
1672
$3K ﹤0.01%
+51
1673
$3K ﹤0.01%
80
1674
$3K ﹤0.01%
73
1675
$3K ﹤0.01%
+35
65 66
67
68 69