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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
1726
$3K ﹤0.01%
62
-988
1727
$3K ﹤0.01%
179
+50
1728
$3K ﹤0.01%
+471
1729
$3K ﹤0.01%
32
1730
$3K ﹤0.01%
+292
1731
$3K ﹤0.01%
+328
1732
$3K ﹤0.01%
+122
1733
$3K ﹤0.01%
276
-22
1734
$3K ﹤0.01%
276
1735
$3K ﹤0.01%
+137
1736
$3K ﹤0.01%
5
1737
$3K ﹤0.01%
136
+37
1738
$3K ﹤0.01%
36
+8
1739
$3K ﹤0.01%
82
-48
1740
$3K ﹤0.01%
80
-40
1741
$3K ﹤0.01%
593
-234
1742
$3K ﹤0.01%
125
+54
1743
$3K ﹤0.01%
+161
1744
$3K ﹤0.01%
+251
1745
$3K ﹤0.01%
66
+22
1746
$3K ﹤0.01%
150
-250
1747
$3K ﹤0.01%
142
+14
1748
$3K ﹤0.01%
45
+4
1749
$3K ﹤0.01%
300
-400
1750
$3K ﹤0.01%
677
+292
68 69
70
71 72