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TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
+$10.1M
2
+$9.75M
3
+$7.36M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$2.02M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.78M

Top Sells

1
+$22.6M
2
+$3.02M
3
+$2.44M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.98M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.64M

Sector Composition

1 Technology 2.94%
2 Industrials 1.93%
3 Consumer Discretionary 1.41%
4 Financials 1.31%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2602
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2603
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-4
2604
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0
2605
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2606
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2607
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-4
2608
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2609
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2610
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2611
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2612
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2613
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2614
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2615
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-9
2616
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2617
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2618
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2619
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2620
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2621
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2622
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2623
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2624
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2625
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-1
103 104
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106 107