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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
$637M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,681
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$16.4M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.18M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.75M

Top Sells

1
+$2.94M
2
+$2.48M
3
+$637K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K
5
KO icon
Coca-Cola
KO
+$573K

Sector Composition

1 Technology 7.89%
2 Healthcare 4.49%
3 Financials 4.37%
4 Consumer Discretionary 3.77%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$3K ﹤0.01%
81
+5
1952
$3K ﹤0.01%
+619
1953
$3K ﹤0.01%
235
1954
$3K ﹤0.01%
131
+28
1955
$3K ﹤0.01%
29
-21
1956
$3K ﹤0.01%
59
1957
$3K ﹤0.01%
+85
1958
$3K ﹤0.01%
207
+51
1959
$3K ﹤0.01%
6
1960
$3K ﹤0.01%
+194
1961
$3K ﹤0.01%
82
+25
1962
$3K ﹤0.01%
+168
1963
$3K ﹤0.01%
300
1964
$3K ﹤0.01%
+129
1965
$3K ﹤0.01%
56
1966
$3K ﹤0.01%
116
+53
1967
$3K ﹤0.01%
+80
1968
$3K ﹤0.01%
68
-108
1969
$3K ﹤0.01%
+1,273
1970
$3K ﹤0.01%
+234
1971
$3K ﹤0.01%
+78
1972
$3K ﹤0.01%
69
1973
$3K ﹤0.01%
90
1974
$3K ﹤0.01%
+21
1975
$3K ﹤0.01%
183
+53
77 78
79
80 81