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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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2627
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2631
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2634
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2641
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2642
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2644
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2645
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2648
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2650
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-8
104 105
106
107 108