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TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$8.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.01M
5
BUD icon
AB InBev
BUD
+$3.9M

Top Sells

1
+$47M
2
+$14.1M
3
+$14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.1M
5
DVY icon
iShares Select Dividend ETF
DVY
+$8.76M

Sector Composition

1 Technology 5.75%
2 Healthcare 3.7%
3 Financials 3.23%
4 Consumer Discretionary 2.66%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
310
-148
427
$12K ﹤0.01%
68
428
$12K ﹤0.01%
+500
429
$11K ﹤0.01%
202
-199
430
$11K ﹤0.01%
227
+2
431
$11K ﹤0.01%
147
432
$11K ﹤0.01%
363
433
$11K ﹤0.01%
640
434
$11K ﹤0.01%
134
-22
435
$11K ﹤0.01%
2,321
436
$11K ﹤0.01%
650
-143
437
$11K ﹤0.01%
200
-2,350
438
$11K ﹤0.01%
141
439
$11K ﹤0.01%
917
-4,346
440
$11K ﹤0.01%
1,212
441
$10K ﹤0.01%
1,032
442
$10K ﹤0.01%
23
-1,226
443
$10K ﹤0.01%
354
-38
444
$10K ﹤0.01%
2,227
+3
445
$10K ﹤0.01%
1,000
446
$10K ﹤0.01%
500
447
$10K ﹤0.01%
450
448
$10K ﹤0.01%
356
-53
449
$10K ﹤0.01%
700
450
$10K ﹤0.01%
1,070
-110
16 17
18
19 20