TWA
TCI Wealth Advisors Portfolio holdings
AUM
$1.46B
This Quarter Return
-13.2%
1 Year Return
+12.39%
3 Year Return
+51.49%
5 Year Return
+94.48%
10 Year Return
+239.13%
AUM
$202M
AUM Growth
+$202M
(-15%)
Cap. Flow
-$1.04M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
31.64%
Holding
1,816
New
224
Increased
382
Reduced
373
Closed
258
Top Buys
| 1 |
Western Alliance Bancorporation
WAL
|
$819K |
| 2 |
Apple
AAPL
|
$358K |
| 3 |
Cigna
CI
|
$228K |
| 4 |
Amazon
AMZN
|
$224K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$184K |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$502K |
| 2 |
Wells Fargo
WFC
|
$432K |
| 3 |
AET
Aetna Inc
AET
|
$342K |
| 4 |
Petrobras
PBR
|
$302K |
| 5 |
Exxon Mobil
XOM
|
$271K |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Technology | 13.71% |
| 3 | Industrials | 11.22% |
| 4 | Consumer Discretionary | 8.45% |
| 5 | Financials | 8.04% |
