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
$431M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.8M
3
+$5.11M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$3.77M
5
EWO icon
iShares MSCI Austria ETF
EWO
+$3.26M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$9.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.22M

Sector Composition

1 Financials 3.12%
2 Technology 2.66%
3 Healthcare 2.34%
4 Communication Services 2.06%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55K 0.01%
2,000
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155
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157
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158
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159
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161
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-4,826
162
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3 4 5 6
7