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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
2126
$1K ﹤0.01%
45
2127
$1K ﹤0.01%
+12
2128
$1K ﹤0.01%
18
-14
2129
$1K ﹤0.01%
4
2130
$1K ﹤0.01%
40
-165
2131
$1K ﹤0.01%
3
-3
2132
$1K ﹤0.01%
+6
2133
$1K ﹤0.01%
17
2134
$1K ﹤0.01%
17
2135
$1K ﹤0.01%
7
+3
2136
$1K ﹤0.01%
40
2137
$1K ﹤0.01%
11
+9
2138
$1K ﹤0.01%
+73
2139
$1K ﹤0.01%
+38
2140
$1K ﹤0.01%
77
-1,590
2141
$1K ﹤0.01%
21
-78
2142
$1K ﹤0.01%
+49
2143
$1K ﹤0.01%
+10
2144
$1K ﹤0.01%
+64
2145
$1K ﹤0.01%
10
2146
$1K ﹤0.01%
252
2147
$1K ﹤0.01%
18
+10
2148
$1K ﹤0.01%
29
+6
2149
$1K ﹤0.01%
+268
2150
$1K ﹤0.01%
126
-703
84 85
86
87 88