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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
2051
$2K ﹤0.01%
37
2052
$2K ﹤0.01%
93
2053
$2K ﹤0.01%
21
+2
2054
$2K ﹤0.01%
315
2055
$2K ﹤0.01%
84
2056
$2K ﹤0.01%
350
-550
2057
$2K ﹤0.01%
+17
2058
$2K ﹤0.01%
596
2059
$2K ﹤0.01%
+118
2060
$2K ﹤0.01%
+60
2061
$2K ﹤0.01%
145
+56
2062
$2K ﹤0.01%
18
+3
2063
$2K ﹤0.01%
30
2064
$2K ﹤0.01%
+100
2065
$2K ﹤0.01%
+95
2066
$2K ﹤0.01%
23
2067
$2K ﹤0.01%
+43
2068
$2K ﹤0.01%
9
2069
$2K ﹤0.01%
76
+13
2070
$2K ﹤0.01%
51
2071
$2K ﹤0.01%
81
2072
$2K ﹤0.01%
71
2073
$2K ﹤0.01%
151
2074
$2K ﹤0.01%
+53
2075
$2K ﹤0.01%
17
81 82
83
84 85