TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.68B
1-Year Est. Return
12.9%
1 Year Est. Return
+12.9%
AUM
$1.46B
AUM Growth
+$210M
(+17%)
Holding
260
Top Buys
| 1 | +$16.6M | |
| 2 | +$13.4M | |
| 3 | +$11.7M | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$11.3M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$8.44M |
Top Sells
| 1 | +$5.7M | |
| 2 | +$1.93M | |
| 3 | +$1.44M | |
| 4 |
Microsoft
MSFT
|
+$1.04M |
| 5 |
Apple
AAPL
|
+$930K |
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Financials | 2.05% |
| 3 | Industrials | 1.8% |
| 4 | Healthcare | 1.64% |
| 5 | Consumer Discretionary | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| – | – |
-7,560
|
|
||
252
Thermo Fisher Scientific
TMO
$199B
| – | – |
-603
|
|
||
253
iShares National Muni Bond ETF
MUB
$40.2B
| – | – |
-1,951
|
|
||
254
Mondelez International
MDLZ
$79.8B
| – | – |
-3,661
|
|
||
255
Linde
LIN
$212B
| – | – |
-436
|
|
||
256
Salesforce
CRM
$225B
| – | – |
-819
|
|
||
257
Church & Dwight Co
CHD
$21B
| – | – |
-2,023
|
|
||
258
Booking.com
BKNG
$165B
| – | – |
-48
|
|
||
|
AXDX
259
DELISTED
Accelerate Diagnostics
AXDX
| – | – |
-55,586
|
|
||
260
American Electric Power
AEP
$63.4B
| – | – |
-1,883
|
|