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
26
$478K 0.17%
16,092
-1,012
27
$446K 0.16%
3,094
-14
28
$415K 0.15%
1,890
-109
29
$378K 0.13%
5,942
30
$324K 0.11%
5,206
31
$323K 0.11%
8,184
+4,336
32
$312K 0.11%
803
-12
33
$307K 0.11%
2,917
+19
34
$286K 0.1%
1,620
+168
35
$268K 0.09%
1,042
+352
36
$268K 0.09%
2,012
-141
37
$251K 0.09%
360
-30
38
$245K 0.09%
3,524
-262
39
$244K 0.09%
527
+1
40
$242K 0.09%
827
+7
41
$240K 0.08%
4,202
-1,933
42
$228K 0.08%
2,309
+784
43
$228K 0.08%
2,432
-802
44
$214K 0.08%
742
+23
45
$209K 0.07%
758
-164
46
$206K 0.07%
385
+112
47
$203K 0.07%
1,091
+38
48
$196K 0.07%
877
+334
49
$195K 0.07%
708
+9
50
$195K 0.07%
4,600
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