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
$437M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$13.7M
2 +$9.29M
3 +$381K
4
CSCO icon
Cisco
CSCO
+$269K
5
NFLX icon
Netflix
NFLX
+$246K

Sector Composition

1 Financials 2.73%
2 Technology 2.51%
3 Communication Services 1.87%
4 Healthcare 1.8%
5 Consumer Staples 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-75,680