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TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$8.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.01M
5
BUD icon
AB InBev
BUD
+$3.9M

Top Sells

1
+$47M
2
+$14.1M
3
+$14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.1M
5
DVY icon
iShares Select Dividend ETF
DVY
+$8.76M

Sector Composition

1 Technology 5.75%
2 Healthcare 3.7%
3 Financials 3.23%
4 Consumer Discretionary 2.66%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
28
-20
627
$1K ﹤0.01%
+129
628
$1K ﹤0.01%
+100
629
$1K ﹤0.01%
126
630
$1K ﹤0.01%
104
+1
631
$1K ﹤0.01%
+39
632
$1K ﹤0.01%
+236
633
$1K ﹤0.01%
+180
634
$1K ﹤0.01%
26
635
$1K ﹤0.01%
290
636
$1K ﹤0.01%
50
637
$1K ﹤0.01%
+53
638
$1K ﹤0.01%
6
-1,112
639
$1K ﹤0.01%
79
+49
640
$1K ﹤0.01%
83
641
$1K ﹤0.01%
14
-3,014
642
$1K ﹤0.01%
44
643
$1K ﹤0.01%
15
644
$1K ﹤0.01%
+37
645
$1K ﹤0.01%
80
646
$1K ﹤0.01%
156
647
$1K ﹤0.01%
94
+13
648
$1K ﹤0.01%
+60
649
$1K ﹤0.01%
22
650
$1K ﹤0.01%
77
-1,673
24 25
26
27 28