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
$587M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$15.9M
3 +$12.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.57M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.33M

Top Sells

1 +$16.3M
2 +$9.42M
3 +$2.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M

Sector Composition

1 Technology 4.19%
2 Financials 3.79%
3 Healthcare 2.65%
4 Communication Services 2.4%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10K ﹤0.01%
+200
552
$10K ﹤0.01%
+134
553
$9K ﹤0.01%
+93
554
$9K ﹤0.01%
+83
555
$9K ﹤0.01%
+174
556
$9K ﹤0.01%
+213
557
$9K ﹤0.01%
+200
558
$9K ﹤0.01%
+134
559
$9K ﹤0.01%
+600
560
$9K ﹤0.01%
+75
561
$9K ﹤0.01%
+858
562
$9K ﹤0.01%
+100
563
$9K ﹤0.01%
+122
564
$9K ﹤0.01%
+216
565
$9K ﹤0.01%
+1,000
566
$9K ﹤0.01%
+81
567
$9K ﹤0.01%
+375
568
$9K ﹤0.01%
+80
569
$9K ﹤0.01%
+85
570
$9K ﹤0.01%
+67
571
$9K ﹤0.01%
+138
572
$9K ﹤0.01%
+209
573
$9K ﹤0.01%
+986
574
$9K ﹤0.01%
+201
575
$9K ﹤0.01%
+265