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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
1926
$2K ﹤0.01%
51
+21
1927
$2K ﹤0.01%
98
+26
1928
$2K ﹤0.01%
+67
1929
$2K ﹤0.01%
109
+48
1930
$2K ﹤0.01%
44
1931
$2K ﹤0.01%
300
-100
1932
$2K ﹤0.01%
7
-13
1933
$2K ﹤0.01%
48
+12
1934
$2K ﹤0.01%
+71
1935
$2K ﹤0.01%
+4
1936
$2K ﹤0.01%
200
+100
1937
$2K ﹤0.01%
236
+11
1938
$2K ﹤0.01%
+200
1939
$2K ﹤0.01%
44
1940
$2K ﹤0.01%
+58
1941
$2K ﹤0.01%
111
+26
1942
$2K ﹤0.01%
15
1943
$2K ﹤0.01%
+52
1944
$2K ﹤0.01%
+15
1945
$2K ﹤0.01%
10
+5
1946
$2K ﹤0.01%
+75
1947
$2K ﹤0.01%
+89
1948
$2K ﹤0.01%
200
1949
$2K ﹤0.01%
229
1950
$2K ﹤0.01%
64
76 77
78
79 80