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
426
$17K 0.01%
646
+645
427
$16.9K 0.01%
137
-193
428
$16.9K 0.01%
+637
429
$16.9K 0.01%
575
-1,040
430
$16.9K 0.01%
56
+6
431
$16.8K 0.01%
73
+3
432
$16.7K 0.01%
126
+7
433
$16.5K 0.01%
136
+9
434
$16.4K 0.01%
29
+4
435
$16.3K 0.01%
475
+447
436
$16.2K 0.01%
126
-343
437
$16.2K 0.01%
+727
438
$16.2K 0.01%
471
-332
439
$16.2K 0.01%
225
-35
440
$16.2K 0.01%
354
+346
441
$16.1K 0.01%
166
442
$16.1K 0.01%
47
+24
443
$16K 0.01%
298
+20
444
$16K 0.01%
416
+161
445
$15.9K 0.01%
223
-57
446
$15.9K 0.01%
203
+61
447
$15.9K 0.01%
174
+25
448
$15.8K 0.01%
1,546
+77
449
$15.7K 0.01%
60
+4
450
$15.6K 0.01%
38
+6
16 17
18
19 20