TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
This Quarter Return
+7%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$1.19B
AUM Growth
+$1.19B
(+12%)
Cap. Flow
+$56.6M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
61.28%
Holding
248
New
27
Increased
115
Reduced
81
Closed
5
Top Buys
Top Sells
| 1 |
Clorox
CLX
|
$1.24M |
| 2 |
Woodward
WWD
|
$994K |
| 3 |
Abbott
ABT
|
$889K |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$394K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$376K |
Sector Composition
| 1 | Technology | 5.63% |
| 2 | Healthcare | 2.47% |
| 3 | Financials | 2.18% |
| 4 | Industrials | 2.04% |
| 5 | Consumer Discretionary | 1.84% |
