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
451
$20K ﹤0.01%
435
452
$19K ﹤0.01%
2,000
+930
453
$19K ﹤0.01%
679
454
$19K ﹤0.01%
600
455
$19K ﹤0.01%
280
456
$19K ﹤0.01%
+25
457
$18K ﹤0.01%
35
458
$18K ﹤0.01%
464
+1
459
$18K ﹤0.01%
307
+1
460
$18K ﹤0.01%
135
-97
461
$18K ﹤0.01%
222
-247
462
$17K ﹤0.01%
62
-8
463
$17K ﹤0.01%
233
+2
464
$17K ﹤0.01%
108
465
$17K ﹤0.01%
+100
466
$17K ﹤0.01%
243
+1
467
$17K ﹤0.01%
640
468
$17K ﹤0.01%
762
469
$16K ﹤0.01%
+210
470
$16K ﹤0.01%
303
+3
471
$16K ﹤0.01%
1,313
+22
472
$16K ﹤0.01%
+190
473
$16K ﹤0.01%
+195
474
$16K ﹤0.01%
288
475
$16K ﹤0.01%
4,242
17 18
19
20 21