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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
1676
$3K ﹤0.01%
+50
1677
$3K ﹤0.01%
+100
1678
$3K ﹤0.01%
79
+15
1679
$3K ﹤0.01%
+170
1680
$3K ﹤0.01%
+61
1681
$3K ﹤0.01%
3
-3
1682
$3K ﹤0.01%
+295
1683
$3K ﹤0.01%
73
+18
1684
$3K ﹤0.01%
+92
1685
$3K ﹤0.01%
65
1686
$3K ﹤0.01%
+75
1687
$3K ﹤0.01%
30
1688
$3K ﹤0.01%
167
1689
$3K ﹤0.01%
46
1690
$3K ﹤0.01%
54
+16
1691
$3K ﹤0.01%
+1,000
1692
$3K ﹤0.01%
+11
1693
$3K ﹤0.01%
449
+88
1694
$3K ﹤0.01%
63
+4
1695
$3K ﹤0.01%
137
+31
1696
$3K ﹤0.01%
94
1697
$3K ﹤0.01%
172
+43
1698
$3K ﹤0.01%
11
+2
1699
$3K ﹤0.01%
99
-48
1700
– –
0
66 67
68
69 70