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
1826
$3K ﹤0.01%
226
+90
1827
$3K ﹤0.01%
480
1828
$3K ﹤0.01%
79
+32
1829
$3K ﹤0.01%
128
1830
$3K ﹤0.01%
81
-12
1831
$3K ﹤0.01%
40
1832
$3K ﹤0.01%
102
+24
1833
$3K ﹤0.01%
39
+7
1834
$3K ﹤0.01%
+65
1835
$3K ﹤0.01%
31
+12
1836
$3K ﹤0.01%
+123
1837
$3K ﹤0.01%
+304
1838
$3K ﹤0.01%
285
1839
$3K ﹤0.01%
+155
1840
$3K ﹤0.01%
+56
1841
$3K ﹤0.01%
+100
1842
$3K ﹤0.01%
100
1843
$3K ﹤0.01%
174
+26
1844
$3K ﹤0.01%
27
-2
1845
$3K ﹤0.01%
83
+18
1846
$3K ﹤0.01%
34
+8
1847
$3K ﹤0.01%
+370
1848
$3K ﹤0.01%
35
+8
1849
$3K ﹤0.01%
307
-87
1850
$3K ﹤0.01%
197
72 73
74
75 76