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
326
$26K 0.01%
453
+409
327
$25.6K 0.01%
125
+40
328
$25.2K 0.01%
76
+18
329
$25.1K 0.01%
315
+14
330
$25.1K 0.01%
178
+2
331
$24.8K 0.01%
92
+72
332
$24.8K 0.01%
476
+407
333
$24.8K 0.01%
204
+168
334
$24.7K 0.01%
311
+112
335
$24.5K 0.01%
682
-1,636
336
$24.2K 0.01%
713
+671
337
$24K 0.01%
45
+42
338
$24K 0.01%
78
+5
339
$23.9K 0.01%
2,680
-1,230
340
$23.9K 0.01%
486
-1,512
341
$23.9K 0.01%
89
342
$23.9K 0.01%
132
+37
343
$23.9K 0.01%
67
+32
344
$23.8K 0.01%
321
-16
345
$23.8K 0.01%
82
+34
346
$23.7K 0.01%
+83
347
$23.6K 0.01%
379
+7
348
$23.6K 0.01%
87
+31
349
$23.6K 0.01%
184
+35
350
$23.6K 0.01%
47
+38
12 13
14
15 16