TWD

True Wealth Design Portfolio holdings

AUM $341M
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,879
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10.1M
3
+$7.2M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$2.17M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.81M

Top Sells

1
+$22.7M
2
+$3.21M
3
+$2.62M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.11M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.77M

Sector Composition

1 Technology 2.94%
2 Industrials 1.92%
3 Consumer Discretionary 1.41%
4 Financials 1.3%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.6K 0.02%
195
+154
227
$42.4K 0.01%
374
+308
228
$42.3K 0.01%
202
+67
229
$41.8K 0.01%
1,283
-6
230
$41.6K 0.01%
1,009
+1,003
231
$41.5K 0.01%
519
-57
232
$41.5K 0.01%
427
+162
233
$41.5K 0.01%
3,586
+3,369
234
$41.5K 0.01%
324
+177
235
$41.4K 0.01%
222
+204
236
$40.7K 0.01%
1,384
+54
237
$40.4K 0.01%
271
-4
238
$40.3K 0.01%
400
239
$40.3K 0.01%
73
240
$40.1K 0.01%
278
-482
241
$39.5K 0.01%
963
+768
242
$39.5K 0.01%
102
-191
243
$39.3K 0.01%
349
+265
244
$38.9K 0.01%
381
-1,521
245
$38.9K 0.01%
1,176
+20
246
$38.8K 0.01%
625
247
$38.7K 0.01%
608
+513
248
$38.5K 0.01%
150
-3
249
$37.7K 0.01%
2,376
+1,739
250
$37.6K 0.01%
808
-499
8 9
10
11 12