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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
451
$10K ﹤0.01%
6,723
452
$10K ﹤0.01%
183
453
$10K ﹤0.01%
180
-232
454
$10K ﹤0.01%
1,250
455
$10K ﹤0.01%
194
456
$10K ﹤0.01%
138
457
$10K ﹤0.01%
627
-83
458
$10K ﹤0.01%
118
-21
459
$10K ﹤0.01%
768
460
$9K ﹤0.01%
+100
461
$9K ﹤0.01%
200
462
$9K ﹤0.01%
1,500
463
$9K ﹤0.01%
126
-13
464
$9K ﹤0.01%
324
465
$9K ﹤0.01%
73
-9
466
$9K ﹤0.01%
795
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467
$9K ﹤0.01%
1,000
468
$9K ﹤0.01%
65
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$9K ﹤0.01%
310
470
$9K ﹤0.01%
288
471
$9K ﹤0.01%
600
472
$9K ﹤0.01%
226
-43,162
473
$9K ﹤0.01%
213
474
$9K ﹤0.01%
4,000
475
$9K ﹤0.01%
+400
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19
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