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TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$18.4M
3
+$17.6M
4
XOM icon
Exxon Mobil
XOM
+$2.06M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$13.7M
2
+$9.79M
3
+$9.33M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$3.37M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.61M

Sector Composition

1 Technology 7.32%
2 Healthcare 4.32%
3 Financials 3.1%
4 Consumer Discretionary 2.44%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.01%
555
+60
227
– –
0
228
$19K ﹤0.01%
844
229
$8K ﹤0.01%
1,574
230
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-1,000
231
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-1,021
232
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233
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-8,539
234
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235
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236
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237
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238
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-5,471
239
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240
– –
-7,200
241
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242
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243
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