TPWA
TRUE Private Wealth Advisors Portfolio holdings
AUM
$890M
1-Year Return
15.05%
This Quarter Return
+0.35%
1 Year Return
+15.05%
3 Year Return
+52.27%
5 Year Return
+102.67%
10 Year Return
–
AUM
$711M
AUM Growth
+$8.03M
(+1.1%)
Cap. Flow
+$45.7M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
58.68%
Holding
282
New
14
Increased
89
Reduced
104
Closed
42
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$63.8M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$34.6M |
| 3 |
iShares Gold Trust
IAU
|
$23.9M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$20.9M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$14.3M |
Top Sells
Sector Composition
| 1 | Technology | 8.45% |
| 2 | Healthcare | 4.11% |
| 3 | Financials | 3.41% |
| 4 | Consumer Discretionary | 2.87% |
| 5 | Industrials | 2.59% |
