TPWA
TRUE Private Wealth Advisors Portfolio holdings
AUM
$890M
1-Year Return
15.05%
This Quarter Return
+5.62%
1 Year Return
+15.05%
3 Year Return
+52.27%
5 Year Return
+102.67%
10 Year Return
–
AUM
$619M
AUM Growth
+$22M
(+3.7%)
Cap. Flow
-$156K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
54.54%
Holding
773
New
17
Increased
112
Reduced
84
Closed
538
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$34.4M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$19.3M |
| 3 |
Ford
F
|
+$5.16M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$2.76M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.22M |
Sector Composition
| 1 | Technology | 7.59% |
| 2 | Financials | 3.84% |
| 3 | Consumer Discretionary | 3.66% |
| 4 | Industrials | 3.27% |
| 5 | Healthcare | 3.21% |
