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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
1976
$2K ﹤0.01%
51
+13
1977
$2K ﹤0.01%
+63
1978
$2K ﹤0.01%
227
1979
$2K ﹤0.01%
78
+14
1980
$2K ﹤0.01%
12
1981
$2K ﹤0.01%
31
1982
$2K ﹤0.01%
158
1983
$2K ﹤0.01%
60
+20
1984
$2K ﹤0.01%
+150
1985
$2K ﹤0.01%
25
-3
1986
$2K ﹤0.01%
47
1987
$2K ﹤0.01%
363
+228
1988
$2K ﹤0.01%
+62
1989
$2K ﹤0.01%
45
+3
1990
$2K ﹤0.01%
12
-6
1991
$2K ﹤0.01%
+149
1992
$2K ﹤0.01%
+564
1993
$2K ﹤0.01%
94
1994
$2K ﹤0.01%
+7
1995
$2K ﹤0.01%
100
1996
$2K ﹤0.01%
51
+21
1997
$2K ﹤0.01%
+200
1998
$2K ﹤0.01%
116
+32
1999
$2K ﹤0.01%
+506
2000
$2K ﹤0.01%
+19
78 79
80
81 82