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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
1851
$3K ﹤0.01%
190
1852
$3K ﹤0.01%
+401
1853
$3K ﹤0.01%
675
-499
1854
$3K ﹤0.01%
14
1855
$3K ﹤0.01%
342
+253
1856
$3K ﹤0.01%
260
1857
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186
+148
1858
$3K ﹤0.01%
+21
1859
$3K ﹤0.01%
107
1860
$3K ﹤0.01%
73
+20
1861
$3K ﹤0.01%
77
+2
1862
$3K ﹤0.01%
86
+36
1863
$3K ﹤0.01%
+56
1864
$3K ﹤0.01%
210
+30
1865
$3K ﹤0.01%
253
1866
$3K ﹤0.01%
+387
1867
$3K ﹤0.01%
40
1868
$3K ﹤0.01%
39
1869
$3K ﹤0.01%
143
1870
$3K ﹤0.01%
293
1871
$3K ﹤0.01%
117
+71
1872
$3K ﹤0.01%
152
1873
$3K ﹤0.01%
52
1874
$3K ﹤0.01%
81
-2
1875
$3K ﹤0.01%
55
+11
73 74
75
76 77