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
526
$11.5K ﹤0.01%
80
-10
527
$11.5K ﹤0.01%
500
+145
528
$11.5K ﹤0.01%
440
+5
529
$11.4K ﹤0.01%
163
+144
530
$11.4K ﹤0.01%
66
+63
531
$11.4K ﹤0.01%
35
+9
532
$11.4K ﹤0.01%
169
+12
533
$11.4K ﹤0.01%
108
+54
534
$11.3K ﹤0.01%
1,980
+1,718
535
$11.3K ﹤0.01%
243
+149
536
$11.2K ﹤0.01%
70
+7
537
$11.2K ﹤0.01%
21
+15
538
$11.2K ﹤0.01%
1,116
+481
539
$11.1K ﹤0.01%
68
+43
540
$11.1K ﹤0.01%
308
+307
541
$11K ﹤0.01%
322
+321
542
$11K ﹤0.01%
175
+170
543
$11K ﹤0.01%
+123
544
$11K ﹤0.01%
78
-29
545
$11K ﹤0.01%
229
-2
546
$10.9K ﹤0.01%
298
+76
547
$10.9K ﹤0.01%
212
-389
548
$10.9K ﹤0.01%
1,191
+410
549
$10.8K ﹤0.01%
81
+74
550
$10.8K ﹤0.01%
230
-407
20 21
22
23 24