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
501
$12.4K ﹤0.01%
+510
502
$12.4K ﹤0.01%
511
+138
503
$12.3K ﹤0.01%
218
+52
504
$12.3K ﹤0.01%
135
+30
505
$12.3K ﹤0.01%
86
+21
506
$12.3K ﹤0.01%
35
+1
507
$12.3K ﹤0.01%
28
+1
508
$12.2K ﹤0.01%
622
+573
509
$12K ﹤0.01%
1,249
-1,531
510
$12K ﹤0.01%
980
+954
511
$12K ﹤0.01%
520
512
$11.9K ﹤0.01%
273
-481
513
$11.9K ﹤0.01%
8
+5
514
$11.9K ﹤0.01%
774
+767
515
$11.8K ﹤0.01%
417
+388
516
$11.8K ﹤0.01%
478
-2
517
$11.8K ﹤0.01%
164
+28
518
$11.8K ﹤0.01%
160
+13
519
$11.7K ﹤0.01%
71
-476
520
$11.7K ﹤0.01%
284
-76
521
$11.6K ﹤0.01%
1,757
+983
522
$11.6K ﹤0.01%
906
+580
523
$11.6K ﹤0.01%
367
+2
524
$11.6K ﹤0.01%
137
+2
525
$11.6K ﹤0.01%
1,587
+1,576
19 20
21
22 23