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
376
$20.7K 0.01%
261
+160
377
$20.7K 0.01%
376
-969
378
$20.3K 0.01%
112
-14
379
$20.3K 0.01%
178
+23
380
$19.8K 0.01%
326
-382
381
$19.8K 0.01%
565
+5
382
$19.7K 0.01%
185
+168
383
$19.7K 0.01%
+752
384
$19.7K 0.01%
400
385
$19.6K 0.01%
2,193
+1,482
386
$19.6K 0.01%
288
+286
387
$19.5K 0.01%
116
+27
388
$19.5K 0.01%
187
-128
389
$19.5K 0.01%
106
+55
390
$19.5K 0.01%
692
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391
$19.4K 0.01%
213
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392
$19.2K 0.01%
516
393
$19.1K 0.01%
141
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394
$19K 0.01%
687
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395
$19K 0.01%
86
396
$19K 0.01%
663
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397
$18.9K 0.01%
465
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398
$18.8K 0.01%
198
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399
$18.8K 0.01%
1,131
+1,108
400
$18.8K 0.01%
279
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16
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