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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
1851
$3K ﹤0.01%
42
1852
$3K ﹤0.01%
+35
1853
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+42
1854
$3K ﹤0.01%
+31
1855
$3K ﹤0.01%
117
+34
1856
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36
-10
1857
$3K ﹤0.01%
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1858
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129
1859
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43
1860
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23
-16
1861
$3K ﹤0.01%
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136
+29
1863
$3K ﹤0.01%
38
+14
1864
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+50
1865
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17
1866
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72
+17
1867
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181
+51
1868
$3K ﹤0.01%
19
1869
$3K ﹤0.01%
40
1870
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35
1871
$3K ﹤0.01%
33
+1
1872
$3K ﹤0.01%
+89
1873
$3K ﹤0.01%
+62
1874
$3K ﹤0.01%
+103
1875
$3K ﹤0.01%
7
+2
73 74
75
76 77