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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
1876
$3K ﹤0.01%
128
-140
1877
$3K ﹤0.01%
705
1878
$3K ﹤0.01%
65
1879
$3K ﹤0.01%
37
+2
1880
$3K ﹤0.01%
118
1881
$3K ﹤0.01%
+146
1882
$3K ﹤0.01%
558
1883
$3K ﹤0.01%
52
+1
1884
$3K ﹤0.01%
+17
1885
$3K ﹤0.01%
69
+4
1886
$3K ﹤0.01%
26
-38
1887
$3K ﹤0.01%
+446
1888
$3K ﹤0.01%
209
-171
1889
$3K ﹤0.01%
+240
1890
$2K ﹤0.01%
69
+4
1891
$2K ﹤0.01%
44
+12
1892
$2K ﹤0.01%
22
-114
1893
$2K ﹤0.01%
19
1894
$2K ﹤0.01%
+143
1895
$2K ﹤0.01%
25
+3
1896
$2K ﹤0.01%
250
-278
1897
$2K ﹤0.01%
15
+3
1898
$2K ﹤0.01%
+239
1899
$2K ﹤0.01%
500
+200
1900
$2K ﹤0.01%
115
74 75
76
77 78