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
$597M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.37M
3
+$936K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$864K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$556K

Top Sells

1
+$12.9M
2
+$8.53M
3
+$5.23M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.95M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.58M

Sector Composition

1 Technology 8.11%
2 Consumer Discretionary 4.2%
3 Healthcare 3.65%
4 Financials 3.46%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$120K 0.02%
1,371
-500
252
$120K 0.02%
1,043
+84
253
$118K 0.02%
331
-250
254
$116K 0.02%
3,678
+1,746
255
$116K 0.02%
5,077
-359
256
$114K 0.02%
1,620
257
$114K 0.02%
500
258
$114K 0.02%
690
+74
259
$113K 0.02%
15,400
+15,200
260
$112K 0.02%
427
+102
261
$110K 0.02%
3,660
-15
262
$107K 0.02%
2,576
+7
263
$107K 0.02%
1,350
264
$107K 0.02%
3,860
265
$106K 0.02%
1,562
+20
266
$106K 0.02%
1,384
+472
267
$105K 0.02%
1,752
268
$105K 0.02%
8,786
-271
269
$103K 0.02%
14,206
270
$102K 0.02%
250
271
$102K 0.02%
1,831
272
$101K 0.02%
1,960
+200
273
$101K 0.02%
1,341
274
$100K 0.02%
1,050
-205
275
$100K 0.02%
1,378
9 10
11
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