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
401
$32K 0.01%
218
402
$32K 0.01%
400
403
$31K 0.01%
1,250
404
$31K 0.01%
928
+750
405
$31K 0.01%
3,156
406
$30K 0.01%
3,043
-974
407
$29K ﹤0.01%
1,824
408
$29K ﹤0.01%
700
-10
409
$29K ﹤0.01%
1,734
+387
410
$29K ﹤0.01%
1,435
411
$28K ﹤0.01%
1,412
-200
412
$28K ﹤0.01%
1,150
413
$28K ﹤0.01%
700
414
$28K ﹤0.01%
367
415
$27K ﹤0.01%
193
+1
416
$26K ﹤0.01%
107
-47
417
$26K ﹤0.01%
+243
418
$26K ﹤0.01%
550
419
$25K ﹤0.01%
960
420
$25K ﹤0.01%
250
421
$25K ﹤0.01%
335
+212
422
$24K ﹤0.01%
195
+3
423
$24K ﹤0.01%
450
424
$24K ﹤0.01%
157
-12
425
$24K ﹤0.01%
341
15 16
17
18 19