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TPWA

TRUE Private Wealth Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.24M
3
+$854K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$740K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$551K

Top Sells

1
+$12.2M
2
+$8.04M
3
+$4.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.29M

Sector Composition

1 Technology 8.11%
2 Consumer Discretionary 4.2%
3 Healthcare 3.65%
4 Financials 3.46%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
38
-20
702
$1K ﹤0.01%
1
703
– –
0
704
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63
-16
705
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14
706
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+2
707
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75
708
$1K ﹤0.01%
48
709
$1K ﹤0.01%
55
710
$1K ﹤0.01%
15
711
$1K ﹤0.01%
41
712
$1K ﹤0.01%
20
-20
713
$1K ﹤0.01%
20
714
$1K ﹤0.01%
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715
$1K ﹤0.01%
15
716
$1K ﹤0.01%
+45
717
$1K ﹤0.01%
+350
718
$1K ﹤0.01%
48
719
$1K ﹤0.01%
+25
720
$1K ﹤0.01%
+100
721
$1K ﹤0.01%
28
722
$1K ﹤0.01%
23
723
$1K ﹤0.01%
61
724
$1K ﹤0.01%
45
725
$1K ﹤0.01%
20
-828
27 28
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30 31