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
401
$18.8K 0.01%
465
-51
402
$18.7K 0.01%
167
+38
403
$18.7K 0.01%
585
+142
404
$18.7K 0.01%
503
+501
405
$18.2K 0.01%
1,280
+1,266
406
$18.1K 0.01%
61
+38
407
$18K 0.01%
600
+473
408
$18K 0.01%
143
+118
409
$17.7K 0.01%
1,545
-774
410
$17.7K 0.01%
3,284
-2,788
411
$17.7K 0.01%
61
+33
412
$17.7K 0.01%
54
-188
413
$17.7K 0.01%
466
-23
414
$17.5K 0.01%
157
+147
415
$17.4K 0.01%
240
+8
416
$17.3K 0.01%
381
+197
417
$17.3K 0.01%
187
+116
418
$17.3K 0.01%
1,156
+543
419
$17.3K 0.01%
105
+99
420
$17.3K 0.01%
474
+3
421
$17.2K 0.01%
816
+394
422
$17.2K 0.01%
693
+345
423
$17K 0.01%
139
+3
424
$17K 0.01%
71
425
$17K 0.01%
203
+190
15 16
17
18 19