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
601
$9.54K ﹤0.01%
72
+36
602
$9.51K ﹤0.01%
249
+248
603
$9.51K ﹤0.01%
9
-1
604
$9.42K ﹤0.01%
126
+19
605
$9.37K ﹤0.01%
102
+11
606
$9.36K ﹤0.01%
9
+3
607
$9.35K ﹤0.01%
180
-624
608
$9.34K ﹤0.01%
167
+14
609
$9.31K ﹤0.01%
72
+16
610
$9.29K ﹤0.01%
147
+90
611
$9.26K ﹤0.01%
61
+6
612
$9.22K ﹤0.01%
419
-214
613
$9.18K ﹤0.01%
188
-66
614
$9.18K ﹤0.01%
29
+6
615
$9.16K ﹤0.01%
18
+1
616
$9.11K ﹤0.01%
11
+1
617
$9.1K ﹤0.01%
1,714
+1,116
618
$9.07K ﹤0.01%
49
-313
619
$9K ﹤0.01%
175
+142
620
$8.91K ﹤0.01%
66
-327
621
$8.91K ﹤0.01%
355
+337
622
$8.86K ﹤0.01%
292
+207
623
$8.83K ﹤0.01%
86
+48
624
$8.81K ﹤0.01%
22
-51
625
$8.78K ﹤0.01%
360
+171
23 24
25
26 27