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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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.32M
3
+$1.48M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$944K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$872K

Top Sells

1
+$8.38M
2
+$916K
3
+$617K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$545K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$438K

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$3K ﹤0.01%
89
1727
$3K ﹤0.01%
106
-26
1728
$3K ﹤0.01%
116
1729
$3K ﹤0.01%
262
+197
1730
$3K ﹤0.01%
194
1731
$3K ﹤0.01%
32
-39
1732
$3K ﹤0.01%
371
-122
1733
$3K ﹤0.01%
337
+5
1734
$3K ﹤0.01%
+695
1735
$3K ﹤0.01%
132
1736
$3K ﹤0.01%
+177
1737
$3K ﹤0.01%
45
-12
1738
$3K ﹤0.01%
150
1739
$3K ﹤0.01%
+702
1740
$3K ﹤0.01%
+211
1741
$3K ﹤0.01%
110
1742
$3K ﹤0.01%
349
1743
$3K ﹤0.01%
127
1744
$3K ﹤0.01%
280
1745
$3K ﹤0.01%
+232
1746
$3K ﹤0.01%
431
1747
$3K ﹤0.01%
+2,104
1748
$3K ﹤0.01%
95
1749
$3K ﹤0.01%
35
+21
1750
$3K ﹤0.01%
225
68 69
70
71 72