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
$547M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Sells

1 +$3.67M
2 +$3.05M
3 +$2.74M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.07M

Sector Composition

1 Technology 6.98%
2 Healthcare 3.54%
3 Consumer Discretionary 3.19%
4 Financials 2.89%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K ﹤0.01%
+451
502
$9K ﹤0.01%
255
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503
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1,870
504
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206
-1,423
505
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506
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508
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507
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926
508
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289
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509
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600
510
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400
511
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261
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614
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516
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725
525
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1,250