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
$711M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.45%
2 Healthcare 4.11%
3 Financials 3.41%
4 Consumer Discretionary 2.87%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-11,113
277
-7,795
278
-3,813
279
-2,123
280
-5,343
281
-1,350
282
-49,102