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
$597M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.37M
3
+$936K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$864K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$556K

Top Sells

1
+$12.9M
2
+$8.53M
3
+$5.23M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.95M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.58M

Sector Composition

1 Technology 8.11%
2 Consumer Discretionary 4.2%
3 Healthcare 3.65%
4 Financials 3.46%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
+18
627
$3K ﹤0.01%
37
628
$3K ﹤0.01%
+23
629
$3K ﹤0.01%
126
630
$3K ﹤0.01%
67
631
$3K ﹤0.01%
+18
632
$3K ﹤0.01%
15
-201
633
$3K ﹤0.01%
41
+10
634
$3K ﹤0.01%
125
635
$3K ﹤0.01%
35
636
$3K ﹤0.01%
53
637
$3K ﹤0.01%
20
-58
638
$3K ﹤0.01%
39
639
$3K ﹤0.01%
55
640
$3K ﹤0.01%
20
+10
641
$3K ﹤0.01%
17
642
$3K ﹤0.01%
309
+6
643
$3K ﹤0.01%
10
+5
644
$3K ﹤0.01%
30
645
$3K ﹤0.01%
+10
646
$3K ﹤0.01%
120
647
$3K ﹤0.01%
81
648
$3K ﹤0.01%
369
649
$3K ﹤0.01%
56
650
$3K ﹤0.01%
500
24 25
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