TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
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
476
$16K ﹤0.01%
4,242
477
$16K ﹤0.01%
+480
478
$16K ﹤0.01%
+100
479
$16K ﹤0.01%
+429
480
$16K ﹤0.01%
620
481
$16K ﹤0.01%
+590
482
$16K ﹤0.01%
2,321
483
$16K ﹤0.01%
1,000
484
$16K ﹤0.01%
43
-25
485
$16K ﹤0.01%
180
+80
486
$16K ﹤0.01%
125
487
$15K ﹤0.01%
23
488
$15K ﹤0.01%
+100
489
$15K ﹤0.01%
147
490
$15K ﹤0.01%
+490
491
$15K ﹤0.01%
726
+24
492
$15K ﹤0.01%
65
493
$15K ﹤0.01%
2,924
494
$15K ﹤0.01%
+200
495
$15K ﹤0.01%
188
496
$15K ﹤0.01%
200
497
$15K ﹤0.01%
1,568
498
$14K ﹤0.01%
238
499
$14K ﹤0.01%
481
500
$14K ﹤0.01%
821
+7
18 19
20
21 22