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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
$652M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$6.91M
3
+$2.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.86M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.48M

Top Sells

1
+$13.6M
2
+$8.82M
3
+$4.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.25M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$954K

Sector Composition

1 Technology 5.27%
2 Financials 4.22%
3 Healthcare 2.98%
4 Communication Services 2.57%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$0 ﹤0.01%
+7
827
$0 ﹤0.01%
+18
828
– –
0
829
$0 ﹤0.01%
+11
830
$0 ﹤0.01%
+2
831
$0 ﹤0.01%
+62
832
$0 ﹤0.01%
+12
833
$0 ﹤0.01%
+150
834
$0 ﹤0.01%
+469
835
– –
-5,111
836
$0 ﹤0.01%
+5
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