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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
$618M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,737
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.32M
3
+$1.48M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$944K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$872K

Top Sells

1
+$8.38M
2
+$916K
3
+$617K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$545K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$438K

Sector Composition

1 Technology 5.31%
2 Healthcare 4.36%
3 Consumer Discretionary 3.14%
4 Industrials 2.97%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
12
2027
$1K ﹤0.01%
+5
2028
$1K ﹤0.01%
30
-20
2029
$1K ﹤0.01%
44
-200
2030
$1K ﹤0.01%
300
2031
$1K ﹤0.01%
+25
2032
$1K ﹤0.01%
37
-241
2033
$1K ﹤0.01%
22
+4
2034
$1K ﹤0.01%
500
+100
2035
$1K ﹤0.01%
34
+14
2036
$1K ﹤0.01%
36
-862
2037
$1K ﹤0.01%
5
+4
2038
$1K ﹤0.01%
20
-280
2039
$1K ﹤0.01%
+84
2040
$1K ﹤0.01%
55
-1,196
2041
– –
0
2042
$1K ﹤0.01%
36
-130
2043
$1K ﹤0.01%
100
2044
$1K ﹤0.01%
3
-4
2045
$1K ﹤0.01%
42
2046
$1K ﹤0.01%
153
+12
2047
$1K ﹤0.01%
2
2048
$1K ﹤0.01%
600
2049
$1K ﹤0.01%
276
-782
2050
$1K ﹤0.01%
+6
80 81
82
83 84