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
$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
626
$6K ﹤0.01%
+107
627
$6K ﹤0.01%
+135
628
$5K ﹤0.01%
+11
629
$5K ﹤0.01%
+98
630
$5K ﹤0.01%
+53
631
$5K ﹤0.01%
+126
632
$5K ﹤0.01%
+61
633
$5K ﹤0.01%
+250
634
$5K ﹤0.01%
+155
635
$5K ﹤0.01%
+169
636
$5K ﹤0.01%
+275
637
$5K ﹤0.01%
+1,000
638
$5K ﹤0.01%
+124
639
$5K ﹤0.01%
+161
640
$5K ﹤0.01%
+96
641
$5K ﹤0.01%
+280
642
$5K ﹤0.01%
+60
643
$5K ﹤0.01%
+50
644
$5K ﹤0.01%
+440
645
$5K ﹤0.01%
+1
646
$5K ﹤0.01%
+277
647
$5K ﹤0.01%
+100
648
$5K ﹤0.01%
+62
649
$4K ﹤0.01%
+22
650
$4K ﹤0.01%
+64