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
$667M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.59M
3
+$2.41M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.07M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.83M

Top Sells

1
+$583K
2
+$576K
3
+$387K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$290K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$286K

Sector Composition

1 Technology 6.57%
2 Healthcare 4.36%
3 Financials 3.63%
4 Industrials 3.61%
5 Consumer Discretionary 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$3K ﹤0.01%
97
-257
1877
$3K ﹤0.01%
129
1878
$3K ﹤0.01%
+340
1879
$3K ﹤0.01%
28
-38
1880
$3K ﹤0.01%
40
1881
$3K ﹤0.01%
32
-69
1882
$3K ﹤0.01%
63
1883
$3K ﹤0.01%
89
1884
$3K ﹤0.01%
195
1885
$3K ﹤0.01%
+73
1886
$3K ﹤0.01%
75
-75
1887
$3K ﹤0.01%
30
-73
1888
$3K ﹤0.01%
159
-684
1889
$3K ﹤0.01%
59
-48
1890
$3K ﹤0.01%
+38
1891
$3K ﹤0.01%
68
-9
1892
$3K ﹤0.01%
69
-110
1893
$3K ﹤0.01%
132
1894
$3K ﹤0.01%
53
1895
$3K ﹤0.01%
10
1896
$3K ﹤0.01%
280
+63
1897
$3K ﹤0.01%
49
1898
$3K ﹤0.01%
+74
1899
$3K ﹤0.01%
65
1900
$3K ﹤0.01%
33
+1
74 75
76
77 78