TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
This Quarter Return
+0.89%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.23%
Holding
687
New
686
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.4M |
| 2 |
Exxon Mobil
XOM
|
$7.05M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.12M |
| 4 |
IBM
IBM
|
$5.06M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$4.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.6% |
| 2 | Technology | 13.39% |
| 3 | Energy | 12.63% |
| 4 | Industrials | 8.75% |
| 5 | Consumer Staples | 8.42% |
