TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
1-Year Return
12.39%
This Quarter Return
+8.78%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$237M
AUM Growth
+$12.3M
(+5.5%)
Cap. Flow
-$6.31M
Cap. Flow
% of AUM
-2.66%
Top 10 Holdings %
Top 10 Hldgs %
32.47%
Holding
1,693
New
106
Increased
250
Reduced
400
Closed
104
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$317K |
| 2 |
McDonald's
MCD
|
+$272K |
| 3 |
AudioEye
AEYE
|
+$238K |
| 4 |
Avanos Medical
AVNS
|
+$218K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$169K |
Top Sells
| 1 |
Apple
AAPL
|
+$2.8M |
| 2 |
Amazon
AMZN
|
+$611K |
| 3 |
Booking.com
BKNG
|
+$596K |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$491K |
| 5 |
Verizon
VZ
|
+$390K |
Sector Composition
| 1 | Technology | 15.21% |
| 2 | Healthcare | 13.68% |
| 3 | Industrials | 12.14% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Financials | 7.72% |
