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
$652M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$7.1M
3 +$2.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.57M

Sector Composition

1 Technology 5.27%
2 Financials 4.22%
3 Healthcare 2.98%
4 Communication Services 2.56%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
+165
627
$8K ﹤0.01%
+544
628
$8K ﹤0.01%
+212
629
$8K ﹤0.01%
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630
$8K ﹤0.01%
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631
$8K ﹤0.01%
+300
632
$8K ﹤0.01%
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633
$8K ﹤0.01%
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634
$7K ﹤0.01%
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635
$7K ﹤0.01%
+324
636
$7K ﹤0.01%
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637
$7K ﹤0.01%
+87
638
$7K ﹤0.01%
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$7K ﹤0.01%
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640
$7K ﹤0.01%
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641
$7K ﹤0.01%
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642
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$7K ﹤0.01%
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$7K ﹤0.01%
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645
$7K ﹤0.01%
+190
646
$7K ﹤0.01%
82
647
$7K ﹤0.01%
+150
648
$6K ﹤0.01%
+98
649
$6K ﹤0.01%
+63
650
$6K ﹤0.01%
+508