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
$677M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$5.13M
3 +$4.57M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4M
5
IYW icon
iShares US Technology ETF
IYW
+$2.77M

Sector Composition

1 Technology 9.63%
2 Financials 4.08%
3 Healthcare 3.72%
4 Consumer Discretionary 3.21%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-175,357
252
-10,518
253
-14,269
254
-500