TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
This Quarter Return
-1.21%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$1.2B
AUM Growth
+$1.2B
(+0.9%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
61.7%
Holding
246
New
3
Increased
77
Reduced
123
Closed
19
Top Buys
Top Sells
| 1 |
Dimensional US Equity ETF
DFUS
|
$1.33M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$971K |
| 3 |
Upstart Holdings
UPST
|
$835K |
| 4 |
Zscaler
ZS
|
$674K |
| 5 |
Apple
AAPL
|
$519K |
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Financials | 2.19% |
| 3 | Healthcare | 2.14% |
| 4 | Consumer Discretionary | 1.94% |
| 5 | Industrials | 1.88% |
