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
551
$10.8K ﹤0.01%
96
+38
552
$10.8K ﹤0.01%
120
-850
553
$10.7K ﹤0.01%
119
-1
554
$10.7K ﹤0.01%
97
+8
555
$10.6K ﹤0.01%
2,153
+1,046
556
$10.6K ﹤0.01%
166
-55
557
$10.6K ﹤0.01%
149
-58
558
$10.6K ﹤0.01%
161
+91
559
$10.6K ﹤0.01%
244
+61
560
$10.6K ﹤0.01%
233
+135
561
$10.5K ﹤0.01%
86
-47
562
$10.5K ﹤0.01%
34
+3
563
$10.5K ﹤0.01%
44
+23
564
$10.5K ﹤0.01%
106
+9
565
$10.5K ﹤0.01%
122
+111
566
$10.5K ﹤0.01%
95
+32
567
$10.4K ﹤0.01%
101
+11
568
$10.4K ﹤0.01%
398
+262
569
$10.4K ﹤0.01%
62
+21
570
$10.4K ﹤0.01%
197
-26
571
$10.3K ﹤0.01%
956
+881
572
$10.3K ﹤0.01%
90
+59
573
$10.2K ﹤0.01%
+120
574
$10.2K ﹤0.01%
+286
575
$10.2K ﹤0.01%
+260
21 22
23
24 25