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
476
$13.6K ﹤0.01%
131
+115
477
$13.6K ﹤0.01%
17
478
$13.6K ﹤0.01%
+1,579
479
$13.5K ﹤0.01%
882
+812
480
$13.5K ﹤0.01%
231
+97
481
$13.4K ﹤0.01%
587
+444
482
$13.3K ﹤0.01%
47
+20
483
$13.3K ﹤0.01%
665
+351
484
$13.3K ﹤0.01%
237
+42
485
$13.1K ﹤0.01%
79
+7
486
$13.1K ﹤0.01%
51
+2
487
$13.1K ﹤0.01%
+189
488
$13K ﹤0.01%
102
+4
489
$13K ﹤0.01%
18
-17
490
$12.9K ﹤0.01%
206
+52
491
$12.9K ﹤0.01%
183
+4
492
$12.9K ﹤0.01%
662
+547
493
$12.8K ﹤0.01%
415
+409
494
$12.7K ﹤0.01%
441
-1,460
495
$12.6K ﹤0.01%
69
+54
496
$12.6K ﹤0.01%
64
+43
497
$12.6K ﹤0.01%
107
+21
498
$12.6K ﹤0.01%
654
+637
499
$12.5K ﹤0.01%
227
+25
500
$12.4K ﹤0.01%
66
+37
18 19
20
21 22