TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
1-Year Return
12.39%
This Quarter Return
+5.04%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$132M
AUM Growth
-$59K
(-0.04%)
Cap. Flow
-$5.97M
Cap. Flow
% of AUM
-4.54%
Top 10 Holdings %
Top 10 Hldgs %
36.83%
Holding
874
New
186
Increased
107
Reduced
84
Closed
28
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$245K |
| 2 |
Intel
INTC
|
$198K |
| 3 |
Amgen
AMGN
|
$135K |
| 4 |
LCC
US AIRWAYS GROUP INC.
LCC
|
$95K |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$84.3K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$884K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$753K |
| 3 |
Apple
AAPL
|
$400K |
| 4 |
Schlumberger
SLB
|
$353K |
| 5 |
Intuit
INTU
|
$323K |
Sector Composition
| 1 | Healthcare | 16.37% |
| 2 | Technology | 13.88% |
| 3 | Energy | 12.39% |
| 4 | Industrials | 9.09% |
| 5 | Consumer Staples | 8.06% |
