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
351
$23.5K 0.01%
+117
352
$23.1K 0.01%
1,269
+657
353
$23K 0.01%
30
+3
354
$22.7K 0.01%
465
+416
355
$22.6K 0.01%
211
+39
356
$22.4K 0.01%
76
+9
357
$22.4K 0.01%
1,100
-676
358
$22.2K 0.01%
234
+27
359
$22.2K 0.01%
699
+690
360
$22.1K 0.01%
2,630
-1,326
361
$22.1K 0.01%
670
+336
362
$22.1K 0.01%
139
-422
363
$22K 0.01%
509
+47
364
$22K 0.01%
376
-32
365
$22K 0.01%
11
366
$21.9K 0.01%
251
-291
367
$21.8K 0.01%
46
+8
368
$21.7K 0.01%
88
+5
369
$21.5K 0.01%
395
+206
370
$21.5K 0.01%
156
-45
371
$21.4K 0.01%
145
+8
372
$21.3K 0.01%
90
-92
373
$21.1K 0.01%
101
+15
374
$21K 0.01%
698
+339
375
$21K 0.01%
1,620
+110
13 14
15
16 17