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
$711M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$11.6M
3 +$11.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$11.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.75M

Sector Composition

1 Technology 5.36%
2 Financials 4.11%
3 Healthcare 3.68%
4 Industrials 2.93%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$10.4K ﹤0.01%
+444
752
$10.4K ﹤0.01%
+1,050
753
$10.4K ﹤0.01%
+198
754
$10.3K ﹤0.01%
+114
755
$10.3K ﹤0.01%
+65
756
$10.2K ﹤0.01%
+186
757
$10.2K ﹤0.01%
+180
758
$10K ﹤0.01%
+231
759
$10K ﹤0.01%
+125
760
$9.87K ﹤0.01%
+187
761
$9.86K ﹤0.01%
+212
762
$9.8K ﹤0.01%
+91
763
$9.78K ﹤0.01%
+147
764
$9.68K ﹤0.01%
+67
765
$9.67K ﹤0.01%
+994
766
$9.6K ﹤0.01%
+89
767
$9.58K ﹤0.01%
+450
768
$9.56K ﹤0.01%
+858
769
$9.55K ﹤0.01%
+230
770
$9.55K ﹤0.01%
+77
771
$9.55K ﹤0.01%
+190
772
$9.53K ﹤0.01%
+187
773
$9.23K ﹤0.01%
+36
774
$9.19K ﹤0.01%
+177
775
$9.19K ﹤0.01%
+180