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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
2101
$2K ﹤0.01%
30
2102
$2K ﹤0.01%
+99
2103
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124
+6
2104
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+25
2105
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+98
2106
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+50
2107
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+46
2108
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142
+6
2109
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+137
2110
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153
+150
2111
$2K ﹤0.01%
34
2112
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84
2113
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+100
2114
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+45
2115
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+195
2116
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+75
2117
$2K ﹤0.01%
+20
2118
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27
2119
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66
2120
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+42
2121
$2K ﹤0.01%
109
-11
2122
$2K ﹤0.01%
+67
2123
$2K ﹤0.01%
64
-45
2124
$2K ﹤0.01%
42
2125
$2K ﹤0.01%
+96
83 84
85
86 87