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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
2001
$2K ﹤0.01%
+571
2002
$2K ﹤0.01%
+59
2003
$2K ﹤0.01%
20
2004
$2K ﹤0.01%
236
+72
2005
$2K ﹤0.01%
12
2006
$2K ﹤0.01%
147
-51
2007
$2K ﹤0.01%
+154
2008
$2K ﹤0.01%
+130
2009
$2K ﹤0.01%
112
+35
2010
$2K ﹤0.01%
+145
2011
$2K ﹤0.01%
117
+21
2012
$2K ﹤0.01%
+50
2013
$2K ﹤0.01%
215
+53
2014
$2K ﹤0.01%
+21
2015
$2K ﹤0.01%
8
2016
$2K ﹤0.01%
69
2017
$2K ﹤0.01%
+41
2018
$2K ﹤0.01%
+100
2019
$2K ﹤0.01%
8
2020
$2K ﹤0.01%
67
-48
2021
$2K ﹤0.01%
65
+48
2022
$2K ﹤0.01%
+29
2023
$2K ﹤0.01%
+44
2024
$2K ﹤0.01%
19
2025
$2K ﹤0.01%
64
-73
79 80
81
82 83