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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
2126
$2K ﹤0.01%
107
2127
$2K ﹤0.01%
38
2128
$2K ﹤0.01%
157
-115
2129
$2K ﹤0.01%
47
2130
$2K ﹤0.01%
+100
2131
$2K ﹤0.01%
52
+12
2132
$2K ﹤0.01%
+15
2133
$2K ﹤0.01%
95
+19
2134
$2K ﹤0.01%
16
2135
$2K ﹤0.01%
132
2136
$2K ﹤0.01%
50
-8
2137
$2K ﹤0.01%
55
+7
2138
$2K ﹤0.01%
81
2139
$2K ﹤0.01%
132
+31
2140
$2K ﹤0.01%
53
2141
$2K ﹤0.01%
146
2142
$2K ﹤0.01%
52
2143
$2K ﹤0.01%
33
2144
$2K ﹤0.01%
86
+56
2145
$2K ﹤0.01%
+100
2146
$2K ﹤0.01%
102
2147
$2K ﹤0.01%
+279
2148
$1K ﹤0.01%
17
2149
$1K ﹤0.01%
19
-1
2150
$1K ﹤0.01%
100
-199
84 85
86
87 88