TWD
True Wealth Design Portfolio holdings
AUM
$327M
1-Year Est. Return
12.18%
1 Year Est. Return
+12.18%
AUM
$284M
AUM Growth
+$21.2M
(+8.1%)
Holding
2,879
Top Buys
| 1 | +$10.2M | |
| 2 | +$10.1M | |
| 3 | +$7.2M | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$2.17M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.81M |
Top Sells
| 1 | +$22.7M | |
| 2 | +$3.21M | |
| 3 | +$2.62M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$2.11M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2876
iShares Core MSCI Europe ETF
IEUR
$6.83B
| – | – |
-2,269
|
|
||
|
ILPT
2877
Industrial Logistics Properties Trust
ILPT
$377M
| – | – |
-15
|
|
||
2878
Immunovant
IMVT
$4.16B
| – | – |
-32
|
|
||
2879
indie Semiconductor
INDI
$779M
| – | – |
-10
|
|