TPWA
TRUE Private Wealth Advisors Portfolio holdings
AUM
$890M
This Quarter Return
+3.31%
1 Year Return
+15.05%
3 Year Return
+52.27%
5 Year Return
+102.67%
10 Year Return
–
AUM
$227M
AUM Growth
–
Cap. Flow
+$227M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.68%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$22.5M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$18.7M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$17.2M |
| 4 |
Vanguard Total Bond Market
BND
|
$14.4M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$12.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.79% |
| 2 | Financials | 2.35% |
| 3 | Communication Services | 1.77% |
| 4 | Consumer Staples | 1.73% |
| 5 | Industrials | 1.47% |
