TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$8.08M
3
+$5.83M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.05M
5
SMIZ icon
Zacks Small/Mid Cap ETF
SMIZ
+$4.93M

Top Sells

1
+$24.8M
2
+$15M
3
+$8.84M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$8.53M
5
AAPL icon
Apple
AAPL
+$7.26M

Sector Composition

1 Technology 7.25%
2 Financials 3.49%
3 Healthcare 2.6%
4 Industrials 2.33%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
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