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
701
$4K ﹤0.01%
+67
702
$4K ﹤0.01%
+56
703
$4K ﹤0.01%
+389
704
$4K ﹤0.01%
+600
705
$3K ﹤0.01%
+161
706
$3K ﹤0.01%
+16
707
$3K ﹤0.01%
+65
708
$3K ﹤0.01%
+48
709
$3K ﹤0.01%
+27
710
$3K ﹤0.01%
+70
711
$3K ﹤0.01%
+36
712
$3K ﹤0.01%
+25
713
$3K ﹤0.01%
+21
714
$3K ﹤0.01%
+500
715
$3K ﹤0.01%
+125
716
$3K ﹤0.01%
+75
717
$3K ﹤0.01%
+201
718
$3K ﹤0.01%
+290
719
$3K ﹤0.01%
+1,026
720
$3K ﹤0.01%
+55
721
$3K ﹤0.01%
+138
722
$3K ﹤0.01%
+266
723
$3K ﹤0.01%
+80
724
$3K ﹤0.01%
+81
725
$3K ﹤0.01%
+207