We are live on ! Find out more
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
$637M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,681
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$16.4M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.18M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.75M

Top Sells

1
+$2.94M
2
+$2.48M
3
+$637K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$580K
5
KO icon
Coca-Cola
KO
+$573K

Sector Composition

1 Technology 7.89%
2 Healthcare 4.49%
3 Financials 4.37%
4 Consumer Discretionary 3.77%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$12K ﹤0.01%
557
+140
977
$12K ﹤0.01%
169
+61
978
$12K ﹤0.01%
259
+99
979
$12K ﹤0.01%
623
980
$12K ﹤0.01%
725
+108
981
$12K ﹤0.01%
94
+38
982
$12K ﹤0.01%
403
+16
983
$12K ﹤0.01%
216
984
$12K ﹤0.01%
288
+68
985
$12K ﹤0.01%
273
+82
986
$12K ﹤0.01%
77
+12
987
$12K ﹤0.01%
60
-15
988
$12K ﹤0.01%
667
+183
989
$12K ﹤0.01%
147
990
$12K ﹤0.01%
162
991
$12K ﹤0.01%
278
+58
992
$12K ﹤0.01%
125
+26
993
$12K ﹤0.01%
114
-18
994
$12K ﹤0.01%
29
-7
995
$12K ﹤0.01%
179
-141
996
$12K ﹤0.01%
421
997
$11K ﹤0.01%
430
+96
998
$11K ﹤0.01%
76
+1
999
$11K ﹤0.01%
48
+23
1000
$11K ﹤0.01%
207
+37
38 39
40
41 42