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
251
$37.4K 0.01%
378
+298
252
$37.1K 0.01%
1,616
+523
253
$37K 0.01%
313
+310
254
$37K 0.01%
82
+4
255
$36.7K 0.01%
421
+140
256
$36.2K 0.01%
668
-2,344
257
$36.1K 0.01%
520
+69
258
$35.9K 0.01%
70
+13
259
$35.7K 0.01%
2,592
+3
260
$34.8K 0.01%
485
+189
261
$34.8K 0.01%
431
+48
262
$34.6K 0.01%
858
+192
263
$34.5K 0.01%
52
264
$34.5K 0.01%
61
+19
265
$34.5K 0.01%
576
+228
266
$34.2K 0.01%
+1,378
267
$34.2K 0.01%
153
+139
268
$34K 0.01%
78
+17
269
$33.9K 0.01%
266
+231
270
$33.7K 0.01%
476
-1
271
$33.6K 0.01%
272
+149
272
$33.1K 0.01%
480
+22
273
$32.9K 0.01%
433
+237
274
$32.7K 0.01%
2,551
-2,898
275
$32.5K 0.01%
443
+409
9 10
11
12 13