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
$673M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$16.4M
3 +$9.49M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$6.82M
5
IAU icon
iShares Gold Trust
IAU
+$4.29M

Sector Composition

1 Technology 7.79%
2 Consumer Discretionary 3.58%
3 Financials 3.54%
4 Healthcare 3.17%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,996