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
2201
$1K ﹤0.01%
41
2202
$1K ﹤0.01%
3
2203
$1K ﹤0.01%
21
2204
$1K ﹤0.01%
44
2205
$1K ﹤0.01%
10
2206
$1K ﹤0.01%
85
-199
2207
$1K ﹤0.01%
+100
2208
$1K ﹤0.01%
36
-72
2209
$1K ﹤0.01%
+3
2210
– –
0
2211
$1K ﹤0.01%
77
2212
$1K ﹤0.01%
100
2213
$1K ﹤0.01%
27
-55
2214
$1K ﹤0.01%
60
2215
$1K ﹤0.01%
10
-69
2216
$1K ﹤0.01%
18
2217
$1K ﹤0.01%
+20
2218
$1K ﹤0.01%
19
2219
$1K ﹤0.01%
+50
2220
$1K ﹤0.01%
16
2221
$1K ﹤0.01%
+2
2222
$1K ﹤0.01%
60
-582
2223
$1K ﹤0.01%
30
2224
$1K ﹤0.01%
12
2225
$1K ﹤0.01%
40
-10
87 88
89
90 91