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
626
$8.72K ﹤0.01%
40
-283
627
$8.7K ﹤0.01%
192
+174
628
$8.67K ﹤0.01%
314
+267
629
$8.65K ﹤0.01%
22
-1
630
$8.63K ﹤0.01%
628
+56
631
$8.6K ﹤0.01%
123
+4
632
$8.57K ﹤0.01%
27
+9
633
$8.55K ﹤0.01%
593
+518
634
$8.45K ﹤0.01%
24
-3
635
$8.44K ﹤0.01%
151
+144
636
$8.31K ﹤0.01%
11
+4
637
$8.31K ﹤0.01%
774
+429
638
$8.28K ﹤0.01%
405
+324
639
$8.28K ﹤0.01%
1,019
-11
640
$8.25K ﹤0.01%
47
-5
641
$8.22K ﹤0.01%
36
+14
642
$8.21K ﹤0.01%
283
+274
643
$8.2K ﹤0.01%
15
+5
644
$8.19K ﹤0.01%
78
-9
645
$8.17K ﹤0.01%
110
+67
646
$8.16K ﹤0.01%
52
-18
647
$8.15K ﹤0.01%
341
648
$8.13K ﹤0.01%
429
+427
649
$8.13K ﹤0.01%
37
-5
650
$8.1K ﹤0.01%
1,191
+1,038
24 25
26
27 28