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
$703M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.12M
3 +$927K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$895K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$884K

Top Sells

1 +$10.2M
2 +$9.47M
3 +$5.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.95M
5
IAU icon
iShares Gold Trust
IAU
+$2.03M

Sector Composition

1 Technology 9.36%
2 Healthcare 4.16%
3 Consumer Discretionary 3.73%
4 Financials 3.43%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-18,267
277
-4,081