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TRUE Private Wealth Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 36.18%
This Fund
S&P 500
This Quarter Est. Return
+2.9%
1 Year Est. Return
+36.18%
3 Year Est. Return
+83.98%
5 Year Est. Return
+101.61%
10 Year Est. Return
+301.29%
AUM
$587M
AUM Growth
+$62.3M
Cap. Flow
+$48M
Cap. Flow %
8.18%
Top 10 Hldgs %
57.38%
Holding
823
New
617
Increased
80
Reduced
99
Closed
2

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.15%
2 Technology 4.19%
3 Financials 3.81%
4 Healthcare 2.66%
5 Communication Services 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJK icon
351
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$48K 0.01%
+856
New +$47.5K
FE icon
352
FirstEnergy
FE
$26.5B
$47K 0.01%
+1,098
New +$46.1K
GS icon
353
Goldman Sachs
GS
$301B
$46K 0.01%
+225
New +$44.5K
ORLY icon
354
O'Reilly Automotive
ORLY
$71.6B
$46K 0.01%
+1,875
New +$47.5K
SDS icon
355
ProShares UltraShort S&P500
SDS
$393M
$46K 0.01%
+60
New +$48.3K
SPTM icon
356
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$46K 0.01%
+1,279
New +$45.8K
WABC icon
357
Westamerica Bancorp
WABC
$1.34B
$46K 0.01%
+750
New +$46.6K
ALGN icon
358
Align Technology
ALGN
$11.2B
$45K 0.01%
+168
New +$50.7K
KYN icon
359
Kayne Anderson Energy Infrastructure Fund
KYN
$2.51B
$45K 0.01%
+2,989
New +$46.6K
BGS icon
360
B&G Foods
BGS
$286M
$44K 0.01%
+2,100
New +$48.4K
NXH
361
Neighborhood Intelligence Inc
NXH
$375M
$44K 0.01%
+4,326
New +$40.4K
DHS icon
362
WisdomTree US High Dividend Fund
DHS
$1.6B
$44K 0.01%
+609
New +$44K
NUE icon
363
Nucor
NUE
$56.8B
$44K 0.01%
+808
New +$44.4K
BEN icon
364
Franklin Templeton
BEN
$17.6B
$43K 0.01%
+1,250
New +$42.5K
TREX icon
365
Trex
TREX
$4.66B
$43K 0.01%
+1,200
New +$40.7K
IIPR icon
366
Innovative Industrial Properties
IIPR
$1.55B
$42K 0.01%
+345
New +$31.6K
EPD icon
367
Enterprise Products Partners
EPD
$84.3B
$41K 0.01%
+1,440
New +$41.5K
GUSH icon
368
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$259M
$41K 0.01%
+59
New +$53.3K
VOD icon
369
Vodafone
VOD
$37.1B
$41K 0.01%
+2,523
New +$43.4K
XLK icon
370
State Street Technology Select Sector SPDR ETF
XLK
$121B
$41K 0.01%
+1,056
New +$40.3K
AVY icon
371
Avery Dennison
AVY
$13.5B
$40K 0.01%
+351
New +$38.4K
CI icon
372
Cigna
CI
$73.7B
$40K 0.01%
+257
New +$40.3K
JPS
373
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$40K 0.01%
+4,206
New +$39.1K
ARKK icon
374
ARK Innovation ETF
ARKK
$6.46B
$39K 0.01%
+823
New +$37.5K
SONY icon
375
Sony
SONY
$145B
$39K 0.01%
+3,790
New +$37.2K

Similar funds

TRUE Private Wealth Advisors's Q2 2019 Portfolio in Review

As of Q2 2019, TRUE Private Wealth Advisors held 823 positions worth $587M, up 12% from $525M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

TRUE Private Wealth Advisors deployed $48M of net new capital in Q2 2019, opening 617 new positions and adding to 80 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 25,099 shares worth $3.33M.

By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, down from 80% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $16.2M trimmed.

  • TRUE Private Wealth Advisors's largest Q2 2019 buy was iShares 20+ Year Treasury Bond ETF: 25,099 shares worth $3.33M.
  • TRUE Private Wealth Advisors added most to iShares Core S&P Total US Stock Market ETF in Q2 2019, an estimated $24.1M increase.
  • TRUE Private Wealth Advisors's biggest Q2 2019 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $16.2M.
  • TRUE Private Wealth Advisors fully exited Blackstone in Q2 2019, selling an estimated $674K.
  • TRUE Private Wealth Advisors's ten largest holdings make up 57% of its $587M portfolio in Q2 2019.
  • TRUE Private Wealth Advisors opened 617 new positions and closed 2 in Q2 2019.
  • TRUE Private Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $587M.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.