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
651
$6K ﹤0.01%
+171
652
$6K ﹤0.01%
+120
653
$6K ﹤0.01%
+91
654
$6K ﹤0.01%
+124
655
$6K ﹤0.01%
+109
656
$6K ﹤0.01%
+75
657
$6K ﹤0.01%
+300
658
$6K ﹤0.01%
+60
659
$6K ﹤0.01%
+40
660
$6K ﹤0.01%
+580
661
$6K ﹤0.01%
+16
662
$6K ﹤0.01%
+1,250
663
$6K ﹤0.01%
+65
664
$6K ﹤0.01%
+79
665
$6K ﹤0.01%
+400
666
$6K ﹤0.01%
+200
667
$5K ﹤0.01%
+35
668
$5K ﹤0.01%
+113
669
$5K ﹤0.01%
+188
670
$5K ﹤0.01%
+11
671
$5K ﹤0.01%
+147
672
$5K ﹤0.01%
+150
673
$5K ﹤0.01%
+155
674
$5K ﹤0.01%
+104
675
$5K ﹤0.01%
+1,000