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
376
$40K 0.01%
1,421
+14
377
$39K 0.01%
534
378
$39K 0.01%
+1,250
379
$39K 0.01%
247
380
$38K 0.01%
534
381
$38K 0.01%
250
382
$37K 0.01%
739
+2
383
$37K 0.01%
908
384
$37K 0.01%
400
385
$36K 0.01%
3,820
386
$36K 0.01%
2,133
-541
387
$36K 0.01%
4,260
388
$35K 0.01%
363
389
$34K 0.01%
965
390
$34K 0.01%
965
391
$34K 0.01%
735
392
$34K 0.01%
577
393
$34K 0.01%
101
+1
394
$34K 0.01%
818
395
$33K 0.01%
135
396
$33K 0.01%
1,098
397
$33K 0.01%
+297
398
$33K 0.01%
357
399
$33K 0.01%
256
400
$32K 0.01%
471
14 15
16
17 18