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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
1826
$4K ﹤0.01%
+160
1827
$4K ﹤0.01%
139
-155
1828
$4K ﹤0.01%
40
1829
$4K ﹤0.01%
30
+20
1830
$4K ﹤0.01%
128
-3
1831
$4K ﹤0.01%
+405
1832
$4K ﹤0.01%
46
+36
1833
$4K ﹤0.01%
129
1834
$4K ﹤0.01%
594
+379
1835
$4K ﹤0.01%
160
1836
$4K ﹤0.01%
128
-62
1837
$4K ﹤0.01%
99
-162
1838
$4K ﹤0.01%
139
-100
1839
$4K ﹤0.01%
+141
1840
$4K ﹤0.01%
246
1841
$4K ﹤0.01%
+196
1842
$4K ﹤0.01%
+156
1843
$4K ﹤0.01%
24
1844
$4K ﹤0.01%
65
1845
$4K ﹤0.01%
96
1846
$4K ﹤0.01%
63
-77
1847
$4K ﹤0.01%
49
-27
1848
$4K ﹤0.01%
148
1849
$4K ﹤0.01%
75
1850
$3K ﹤0.01%
250
72 73
74
75 76