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
776
$1K ﹤0.01%
+62
777
$1K ﹤0.01%
+4
778
$1K ﹤0.01%
+45
779
$1K ﹤0.01%
+200
780
$1K ﹤0.01%
+100
781
$0 ﹤0.01%
+12
782
$0 ﹤0.01%
+17
783
$0 ﹤0.01%
+51
784
$0 ﹤0.01%
+45
785
$0 ﹤0.01%
+100
786
$0 ﹤0.01%
+21
787
-19,294
788
$0 ﹤0.01%
+40
789
$0 ﹤0.01%
+4
790
$0 ﹤0.01%
+13
791
$0 ﹤0.01%
+34
792
$0 ﹤0.01%
+9
793
$0 ﹤0.01%
+9
794
$0 ﹤0.01%
+16
795
$0 ﹤0.01%
+5
796
$0 ﹤0.01%
+1
797
$0 ﹤0.01%
+8
798
$0 ﹤0.01%
+2
799
$0 ﹤0.01%
+50
800
$0 ﹤0.01%
+8