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
676
$5K ﹤0.01%
+280
677
$5K ﹤0.01%
+105
678
$5K ﹤0.01%
+300
679
$5K ﹤0.01%
+81
680
$5K ﹤0.01%
+50
681
$5K ﹤0.01%
+256
682
$5K ﹤0.01%
+158
683
$5K ﹤0.01%
+104
684
$4K ﹤0.01%
+64
685
$4K ﹤0.01%
+35
686
$4K ﹤0.01%
+5,000
687
$4K ﹤0.01%
+80
688
$4K ﹤0.01%
+74
689
$4K ﹤0.01%
+137
690
$4K ﹤0.01%
+7
691
$4K ﹤0.01%
+269
692
$4K ﹤0.01%
+1,000
693
$4K ﹤0.01%
+18
694
$4K ﹤0.01%
+61
695
$4K ﹤0.01%
+121
696
$4K ﹤0.01%
+113
697
$4K ﹤0.01%
+100
698
$4K ﹤0.01%
+300
699
$4K ﹤0.01%
+266
700
$4K ﹤0.01%
+650