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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
1776
$3K ﹤0.01%
15
-28
1777
$3K ﹤0.01%
+238
1778
$3K ﹤0.01%
93
1779
$3K ﹤0.01%
+88
1780
$3K ﹤0.01%
13
+6
1781
$3K ﹤0.01%
218
+38
1782
$3K ﹤0.01%
31
1783
$3K ﹤0.01%
116
1784
$3K ﹤0.01%
+69
1785
$3K ﹤0.01%
40
+12
1786
$3K ﹤0.01%
41
1787
$3K ﹤0.01%
163
+137
1788
$3K ﹤0.01%
+123
1789
$3K ﹤0.01%
+50
1790
$3K ﹤0.01%
49
+16
1791
$3K ﹤0.01%
116
+63
1792
$3K ﹤0.01%
843
+305
1793
$3K ﹤0.01%
142
1794
$3K ﹤0.01%
16
+8
1795
$3K ﹤0.01%
+168
1796
$3K ﹤0.01%
76
1797
$3K ﹤0.01%
+103
1798
$3K ﹤0.01%
50
+3
1799
$3K ﹤0.01%
56
-52
1800
$3K ﹤0.01%
+44
70 71
72
73 74