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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
1676
$4K ﹤0.01%
+153
1677
$4K ﹤0.01%
+177
1678
$4K ﹤0.01%
125
1679
$4K ﹤0.01%
150
1680
$4K ﹤0.01%
180
+6
1681
$4K ﹤0.01%
82
-4
1682
$4K ﹤0.01%
+995
1683
$4K ﹤0.01%
+160
1684
$4K ﹤0.01%
109
1685
$4K ﹤0.01%
168
-422
1686
$4K ﹤0.01%
325
+71
1687
$4K ﹤0.01%
101
1688
$4K ﹤0.01%
+366
1689
$4K ﹤0.01%
4,000
1690
$4K ﹤0.01%
67
1691
$4K ﹤0.01%
235
+95
1692
$4K ﹤0.01%
+462
1693
$4K ﹤0.01%
5
1694
$4K ﹤0.01%
110
1695
$4K ﹤0.01%
+215
1696
$4K ﹤0.01%
+629
1697
$4K ﹤0.01%
+113
1698
$4K ﹤0.01%
225
1699
$4K ﹤0.01%
13
1700
$4K ﹤0.01%
191
-5,797
66 67
68
69 70