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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
1901
$3K ﹤0.01%
+60
1902
$3K ﹤0.01%
+50
1903
$3K ﹤0.01%
91
1904
$3K ﹤0.01%
75
+26
1905
$3K ﹤0.01%
+68
1906
$3K ﹤0.01%
253
1907
$3K ﹤0.01%
49
1908
$3K ﹤0.01%
48
+11
1909
$3K ﹤0.01%
56
-3
1910
$3K ﹤0.01%
+86
1911
$3K ﹤0.01%
130
+43
1912
$3K ﹤0.01%
+76
1913
$3K ﹤0.01%
38
+5
1914
$3K ﹤0.01%
48
1915
$2K ﹤0.01%
98
+15
1916
$2K ﹤0.01%
5
1917
$2K ﹤0.01%
+145
1918
$2K ﹤0.01%
200
1919
$2K ﹤0.01%
28
+5
1920
$2K ﹤0.01%
14
-65
1921
$2K ﹤0.01%
+60
1922
$2K ﹤0.01%
39
1923
$2K ﹤0.01%
39
1924
$2K ﹤0.01%
18
1925
$2K ﹤0.01%
26
75 76
77
78 79