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
$711M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$11.6M
3 +$11.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$11.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.75M

Sector Composition

1 Technology 5.36%
2 Financials 4.11%
3 Healthcare 3.68%
4 Industrials 2.93%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16.2K ﹤0.01%
+100
652
$16.1K ﹤0.01%
+236
653
$15.9K ﹤0.01%
+2,338
654
$15.8K ﹤0.01%
+242
655
$15.6K ﹤0.01%
+679
656
$15.5K ﹤0.01%
+267
657
$15.4K ﹤0.01%
+859
658
$15.3K ﹤0.01%
+95
659
$15.2K ﹤0.01%
+640
660
$15.2K ﹤0.01%
+402
661
$15.2K ﹤0.01%
+123
662
$15.1K ﹤0.01%
+1,032
663
$14.9K ﹤0.01%
+371
664
$14.9K ﹤0.01%
+458
665
$14.9K ﹤0.01%
+159
666
$14.8K ﹤0.01%
+159
667
$14.7K ﹤0.01%
+383
668
$14.6K ﹤0.01%
+268
669
$14.4K ﹤0.01%
+236
670
$14.4K ﹤0.01%
+363
671
$14.4K ﹤0.01%
+118
672
$14.4K ﹤0.01%
+630
673
$14.3K ﹤0.01%
+163
674
$14.3K ﹤0.01%
+87
675
$14.3K ﹤0.01%
+115