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
$587M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$15.9M
3 +$12.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.57M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.33M

Top Sells

1 +$16.3M
2 +$9.42M
3 +$2.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M

Sector Composition

1 Technology 4.19%
2 Financials 3.79%
3 Healthcare 2.65%
4 Communication Services 2.4%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$1K ﹤0.01%
+9
752
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+71
753
$1K ﹤0.01%
+87
754
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755
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756
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757
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758
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759
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760
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761
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762
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+28
763
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+50
764
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+41
765
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766
$1K ﹤0.01%
+20
767
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768
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769
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770
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+80
771
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+44
772
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+50
773
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+22
774
$1K ﹤0.01%
+32
775
$1K ﹤0.01%
+2