TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
1-Year Return
12.39%
This Quarter Return
+4.41%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$225M
AUM Growth
+$9.51M
(+4.4%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
32.03%
Holding
1,699
New
301
Increased
398
Reduced
175
Closed
139
Top Buys
| 1 |
Axon Enterprise
AXON
|
+$876K |
| 2 |
Booking.com
BKNG
|
+$614K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$506K |
| 4 |
Amazon
AMZN
|
+$457K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$415K |
Top Sells
| 1 |
Caterpillar
CAT
|
+$471K |
| 2 |
SenesTech
SNES
|
+$425K |
| 3 |
TWX
Time Warner Inc
TWX
|
+$247K |
| 4 |
Apple
AAPL
|
+$213K |
| 5 |
Eli Lilly
LLY
|
+$193K |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Healthcare | 12.66% |
| 3 | Industrials | 11.97% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Energy | 7.81% |
