TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
1-Year Return
12.39%
This Quarter Return
+3.99%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$204M
AUM Growth
+$8.39M
(+4.3%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
31.14%
Holding
1,447
New
79
Increased
148
Reduced
215
Closed
96
Top Buys
| 1 |
SenesTech
SNES
|
$748K |
| 2 |
Broadcom
AVGO
|
$682K |
| 3 |
Axon Enterprise
AXON
|
$547K |
| 4 |
DuPont de Nemours
DD
|
$539K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$465K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$489K |
| 2 |
GE Aerospace
GE
|
$218K |
| 3 |
Amazon
AMZN
|
$181K |
| 4 |
OKS
Oneok Partners LP
OKS
|
$174K |
| 5 |
Kinross Gold
KGC
|
$163K |
Sector Composition
| 1 | Healthcare | 14.93% |
| 2 | Technology | 13.33% |
| 3 | Industrials | 11.59% |
| 4 | Energy | 7.96% |
| 5 | Financials | 7.94% |
