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
$597M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.37M
3
+$936K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$864K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$556K

Top Sells

1
+$12.9M
2
+$8.53M
3
+$5.23M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.95M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.58M

Sector Composition

1 Technology 8.11%
2 Consumer Discretionary 4.2%
3 Healthcare 3.65%
4 Financials 3.46%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53K 0.01%
493
352
$51K 0.01%
224
+101
353
$51K 0.01%
1,046
+3
354
$49K 0.01%
475
+313
355
$48K 0.01%
177
356
$48K 0.01%
+1,072
357
$47K 0.01%
3,298
-745
358
$45K 0.01%
217
359
$45K 0.01%
2,306
+16
360
$43K 0.01%
713
-8,408
361
$43K 0.01%
784
362
$43K 0.01%
1,989
363
$43K 0.01%
224
364
$43K 0.01%
295
365
$42K 0.01%
464
-5
366
$42K 0.01%
+2,448
367
$42K 0.01%
159
368
$42K 0.01%
+203
369
$42K 0.01%
+2,385
370
$42K 0.01%
1,912
371
$42K 0.01%
258
372
$41K 0.01%
750
373
$40K 0.01%
207
374
$40K 0.01%
504
375
$40K 0.01%
1,000
13 14
15
16 17