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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
1876
$3K ﹤0.01%
51
1877
$3K ﹤0.01%
45
1878
$3K ﹤0.01%
80
1879
$3K ﹤0.01%
626
+134
1880
$3K ﹤0.01%
+171
1881
$3K ﹤0.01%
+202
1882
$3K ﹤0.01%
427
+200
1883
$3K ﹤0.01%
+49
1884
$3K ﹤0.01%
13
+11
1885
$3K ﹤0.01%
+64
1886
$3K ﹤0.01%
69
+9
1887
$3K ﹤0.01%
+109
1888
$3K ﹤0.01%
+58
1889
$3K ﹤0.01%
+331
1890
$3K ﹤0.01%
192
+43
1891
$3K ﹤0.01%
174
+47
1892
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120
+23
1893
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200
1894
$3K ﹤0.01%
+118
1895
$3K ﹤0.01%
+100
1896
$3K ﹤0.01%
69
-56
1897
$3K ﹤0.01%
193
+49
1898
$3K ﹤0.01%
112
-32
1899
$3K ﹤0.01%
53
-114
1900
$3K ﹤0.01%
337
-298
74 75
76
77 78