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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
1801
$4K ﹤0.01%
26
-1
1802
$4K ﹤0.01%
35
-27
1803
$4K ﹤0.01%
+268
1804
$4K ﹤0.01%
184
-272
1805
$4K ﹤0.01%
34
+1
1806
$4K ﹤0.01%
+108
1807
$4K ﹤0.01%
50
1808
$4K ﹤0.01%
483
1809
$4K ﹤0.01%
350
+100
1810
$4K ﹤0.01%
29
-38
1811
$4K ﹤0.01%
269
+199
1812
$4K ﹤0.01%
+300
1813
$4K ﹤0.01%
147
1814
$4K ﹤0.01%
+283
1815
$4K ﹤0.01%
+543
1816
$4K ﹤0.01%
397
1817
$4K ﹤0.01%
+225
1818
$4K ﹤0.01%
75
-156
1819
$4K ﹤0.01%
69
1820
$4K ﹤0.01%
118
+108
1821
$4K ﹤0.01%
63
-15
1822
$4K ﹤0.01%
144
1823
$4K ﹤0.01%
632
+362
1824
$4K ﹤0.01%
+124
1825
$4K ﹤0.01%
253
71 72
73
74 75