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
451
$15.6K 0.01%
493
+492
452
$15.3K 0.01%
306
+250
453
$15.1K 0.01%
21
-6
454
$15.1K 0.01%
496
455
$15.1K 0.01%
368
456
$15.1K 0.01%
450
+390
457
$15K 0.01%
94
+18
458
$15K 0.01%
62
+24
459
$14.9K 0.01%
101
-260
460
$14.9K 0.01%
1,696
+697
461
$14.8K 0.01%
201
+2
462
$14.8K 0.01%
39
+22
463
$14.7K 0.01%
208
-103
464
$14.7K 0.01%
485
+480
465
$14.6K 0.01%
283
-1,612
466
$14.6K 0.01%
678
+666
467
$14.5K 0.01%
195
+157
468
$14.5K 0.01%
83
+1
469
$14.4K 0.01%
45
+8
470
$14.4K 0.01%
69
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471
$14.3K 0.01%
169
+162
472
$14.2K 0.01%
2,069
+982
473
$14.1K 0.01%
173
+150
474
$14K ﹤0.01%
297
+267
475
$13.7K ﹤0.01%
147
+135
17 18
19
20 21