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
426
$24K ﹤0.01%
200
427
$24K ﹤0.01%
860
+410
428
$24K ﹤0.01%
162
+12
429
$24K ﹤0.01%
1,425
430
$24K ﹤0.01%
2,500
431
$23K ﹤0.01%
76
-197
432
$23K ﹤0.01%
5,000
433
$23K ﹤0.01%
956
434
$23K ﹤0.01%
500
435
$22K ﹤0.01%
2,404
-4,804
436
$22K ﹤0.01%
155
+44
437
$22K ﹤0.01%
650
438
$21K ﹤0.01%
277
439
$21K ﹤0.01%
470
440
$21K ﹤0.01%
1,926
441
$21K ﹤0.01%
138
442
$21K ﹤0.01%
627
443
$21K ﹤0.01%
46
-19
444
$20K ﹤0.01%
2,618
445
$20K ﹤0.01%
1,287
+24
446
$20K ﹤0.01%
141
447
$20K ﹤0.01%
200
448
$20K ﹤0.01%
703
449
$20K ﹤0.01%
437
+21
450
$20K ﹤0.01%
363
16 17
18
19 20