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
$587M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$15.9M
3 +$12.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.57M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.33M

Top Sells

1 +$16.3M
2 +$9.42M
3 +$2.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M

Sector Composition

1 Technology 4.19%
2 Financials 3.79%
3 Healthcare 2.65%
4 Communication Services 2.4%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$30K 0.01%
+784
402
$30K 0.01%
+357
403
$30K 0.01%
+250
404
$30K 0.01%
+258
405
$29K ﹤0.01%
+550
406
$29K ﹤0.01%
+353
407
$29K ﹤0.01%
+171
408
$29K ﹤0.01%
+1,425
409
$29K ﹤0.01%
+2,533
410
$28K ﹤0.01%
+453
411
$28K ﹤0.01%
+550
412
$28K ﹤0.01%
+295
413
$27K ﹤0.01%
+400
414
$27K ﹤0.01%
+884
415
$27K ﹤0.01%
+400
416
$26K ﹤0.01%
+435
417
$26K ﹤0.01%
+7,700
418
$26K ﹤0.01%
+560
419
$26K ﹤0.01%
+1,240
420
$26K ﹤0.01%
+1,185
421
$26K ﹤0.01%
+4,347
422
$26K ﹤0.01%
+286
423
$26K ﹤0.01%
+299
424
$26K ﹤0.01%
+232
425
$25K ﹤0.01%
+400