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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
1651
$4K ﹤0.01%
198
-221
1652
$4K ﹤0.01%
47
-113
1653
$4K ﹤0.01%
+223
1654
$4K ﹤0.01%
36
1655
$4K ﹤0.01%
+245
1656
$4K ﹤0.01%
164
1657
$4K ﹤0.01%
50
-49
1658
$4K ﹤0.01%
+328
1659
$4K ﹤0.01%
+524
1660
$4K ﹤0.01%
258
-37
1661
$4K ﹤0.01%
119
-5
1662
$4K ﹤0.01%
+277
1663
$4K ﹤0.01%
12
1664
$4K ﹤0.01%
99
+10
1665
$4K ﹤0.01%
46
1666
$4K ﹤0.01%
156
-59
1667
$4K ﹤0.01%
9
1668
$4K ﹤0.01%
252
-5
1669
$4K ﹤0.01%
+281
1670
$4K ﹤0.01%
61
-89
1671
$4K ﹤0.01%
460
-21
1672
$4K ﹤0.01%
208
1673
$4K ﹤0.01%
138
-200
1674
$4K ﹤0.01%
+534
1675
$4K ﹤0.01%
+211
65 66
67
68 69