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
276
$32.1K 0.01%
+250
277
$32K 0.01%
762
-45
278
$31.9K 0.01%
296
+6
279
$31.9K 0.01%
570
+478
280
$31.9K 0.01%
1,257
-314
281
$31.6K 0.01%
382
-207
282
$31.6K 0.01%
548
+439
283
$31.6K 0.01%
200
+165
284
$31.5K 0.01%
185
-292
285
$31.5K 0.01%
561
+480
286
$31.4K 0.01%
471
+463
287
$31.3K 0.01%
589
+533
288
$31.3K 0.01%
724
+591
289
$30.9K 0.01%
859
+15
290
$30.2K 0.01%
2,897
-97
291
$30.1K 0.01%
1,422
-85
292
$30.1K 0.01%
60
-91
293
$29.9K 0.01%
2,924
+187
294
$29.9K 0.01%
1,370
+1,289
295
$29.9K 0.01%
841
-868
296
$29.8K 0.01%
208
-46
297
$29.7K 0.01%
295
298
$29.6K 0.01%
772
-223
299
$29.5K 0.01%
694
+524
300
$29.4K 0.01%
135
+109
10 11
12
13 14