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
576
$10.1K ﹤0.01%
101
+27
577
$10.1K ﹤0.01%
95
+29
578
$10.1K ﹤0.01%
136
-970
579
$10.1K ﹤0.01%
68
+23
580
$10.1K ﹤0.01%
241
+142
581
$10.1K ﹤0.01%
100
582
$10K ﹤0.01%
74
+18
583
$9.98K ﹤0.01%
483
+482
584
$9.93K ﹤0.01%
214
+209
585
$9.92K ﹤0.01%
108
+19
586
$9.9K ﹤0.01%
346
-388
587
$9.87K ﹤0.01%
143
+48
588
$9.86K ﹤0.01%
317
+147
589
$9.85K ﹤0.01%
661
+478
590
$9.83K ﹤0.01%
51
-86
591
$9.82K ﹤0.01%
133
-530
592
$9.81K ﹤0.01%
567
+330
593
$9.79K ﹤0.01%
42
+3
594
$9.77K ﹤0.01%
76
+23
595
$9.75K ﹤0.01%
125
+92
596
$9.72K ﹤0.01%
113
+100
597
$9.69K ﹤0.01%
111
-275
598
$9.68K ﹤0.01%
253
599
$9.62K ﹤0.01%
153
+152
600
$9.59K ﹤0.01%
170
+13
22 23
24
25 26