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
301
$29.4K 0.01%
221
-19
302
$29.3K 0.01%
155
+153
303
$29.3K 0.01%
848
+837
304
$29.2K 0.01%
445
+444
305
$29K 0.01%
259
+246
306
$28.8K 0.01%
37
+27
307
$28.8K 0.01%
417
-667
308
$28.6K 0.01%
117
-350
309
$28.6K 0.01%
306
+35
310
$28.3K 0.01%
130
+77
311
$28.2K 0.01%
110
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312
$28K 0.01%
218
313
$28K 0.01%
591
-2,288
314
$28K 0.01%
1,004
+727
315
$27.8K 0.01%
1,050
-39
316
$27.6K 0.01%
243
-286
317
$27.3K 0.01%
31
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318
$27.2K 0.01%
396
+373
319
$27.1K 0.01%
397
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320
$27K 0.01%
165
+129
321
$26.9K 0.01%
420
+260
322
$26.7K 0.01%
87
-2
323
$26.5K 0.01%
410
+393
324
$26.3K 0.01%
139
+14
325
$26K 0.01%
1,784
+1,532
11 12
13
14 15