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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
1951
$2K ﹤0.01%
344
1952
$2K ﹤0.01%
+96
1953
$2K ﹤0.01%
13
-44
1954
$2K ﹤0.01%
31
-10
1955
$2K ﹤0.01%
7
1956
$2K ﹤0.01%
79
1957
$2K ﹤0.01%
81
1958
$2K ﹤0.01%
54
1959
$2K ﹤0.01%
71
1960
$2K ﹤0.01%
10
1961
$2K ﹤0.01%
27
-29
1962
$2K ﹤0.01%
100
1963
$2K ﹤0.01%
+123
1964
$2K ﹤0.01%
56
+12
1965
$2K ﹤0.01%
123
+18
1966
$2K ﹤0.01%
+54
1967
$2K ﹤0.01%
3
+2
1968
$2K ﹤0.01%
28
1969
$2K ﹤0.01%
152
1970
$2K ﹤0.01%
+40
1971
$2K ﹤0.01%
53
+5
1972
$2K ﹤0.01%
22
1973
$2K ﹤0.01%
+50
1974
$2K ﹤0.01%
44
1975
$2K ﹤0.01%
121
77 78
79
80 81