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
651
$4K ﹤0.01%
+46
652
$4K ﹤0.01%
+80
653
$4K ﹤0.01%
+188
654
$4K ﹤0.01%
+133
655
$4K ﹤0.01%
+138
656
$4K ﹤0.01%
+68
657
$4K ﹤0.01%
+328
658
$4K ﹤0.01%
+46
659
$4K ﹤0.01%
+107
660
$4K ﹤0.01%
+106
661
$4K ﹤0.01%
+60
662
$4K ﹤0.01%
+49
663
$4K ﹤0.01%
+114
664
$4K ﹤0.01%
+18
665
$4K ﹤0.01%
+100
666
$4K ﹤0.01%
+52
667
$4K ﹤0.01%
+3,000
668
$4K ﹤0.01%
+266
669
$4K ﹤0.01%
+650
670
$4K ﹤0.01%
+152
671
$4K ﹤0.01%
+62
672
$4K ﹤0.01%
+100
673
$3K ﹤0.01%
+161
674
$3K ﹤0.01%
+53
675
$3K ﹤0.01%
+4,000