TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.88B
1-Year Est. Return
21.09%
This Fund
S&P 500
1 Year Est. Return
+21.09%
AUM
$202M
AUM Growth
-$35.5M
(-15%)
Holding
1,816
Top Buys
| 1 | +$980K | |
| 2 | +$440K | |
| 3 | +$250K | |
| 4 |
Amazon
AMZN
|
+$248K |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$184K |
Top Sells
| 1 | +$502K | |
| 2 | +$481K | |
| 3 | +$342K | |
| 4 |
Exxon Mobil
XOM
|
+$312K |
| 5 |
Petrobras
PBR
|
+$302K |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Technology | 13.71% |
| 3 | Industrials | 11.2% |
| 4 | Consumer Discretionary | 8.45% |
| 5 | Financials | 8.04% |