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
$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
1276
$6K ﹤0.01%
57
+29
1277
$6K ﹤0.01%
77
+11
1278
$6K ﹤0.01%
58
+7
1279
$6K ﹤0.01%
39
+11
1280
$6K ﹤0.01%
17
1281
$6K ﹤0.01%
93
+3
1282
$6K ﹤0.01%
128
1283
$6K ﹤0.01%
27
1284
$6K ﹤0.01%
201
-21
1285
$6K ﹤0.01%
138
+55
1286
$6K ﹤0.01%
220
1287
$6K ﹤0.01%
31
-14
1288
$6K ﹤0.01%
99
1289
$6K ﹤0.01%
174
1290
$6K ﹤0.01%
+606
1291
$6K ﹤0.01%
466
1292
$6K ﹤0.01%
120
-9
1293
$6K ﹤0.01%
322
1294
$6K ﹤0.01%
256
+150
1295
$6K ﹤0.01%
51
1296
$6K ﹤0.01%
114
+9
1297
$6K ﹤0.01%
47
+28
1298
$6K ﹤0.01%
166
+102
1299
$6K ﹤0.01%
194
1300
$6K ﹤0.01%
84
+17
50 51
52
53 54