TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $890M
1-Year Est. Return 15.05%
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.99M
3
+$3.87M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.2M

Top Sells

1
+$12.4M
2
+$11.5M
3
+$11.3M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$8.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Technology 3.92%
2 Financials 3.61%
3 Communication Services 2.6%
4 Healthcare 2.58%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
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