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
651
$8.09K ﹤0.01%
154
+135
652
$8.06K ﹤0.01%
103
+22
653
$8.02K ﹤0.01%
55
+17
654
$8K ﹤0.01%
543
+145
655
$7.99K ﹤0.01%
40
+4
656
$7.96K ﹤0.01%
49
+9
657
$7.94K ﹤0.01%
29
+17
658
$7.93K ﹤0.01%
136
+24
659
$7.9K ﹤0.01%
318
-1
660
$7.87K ﹤0.01%
+293
661
$7.86K ﹤0.01%
965
+683
662
$7.86K ﹤0.01%
25
+20
663
$7.84K ﹤0.01%
97
+83
664
$7.8K ﹤0.01%
322
-468
665
$7.8K ﹤0.01%
134
+27
666
$7.73K ﹤0.01%
184
667
$7.71K ﹤0.01%
+597
668
$7.69K ﹤0.01%
+159
669
$7.69K ﹤0.01%
432
+55
670
$7.6K ﹤0.01%
25
+2
671
$7.59K ﹤0.01%
335
-1,413
672
$7.56K ﹤0.01%
31
-132
673
$7.54K ﹤0.01%
2,866
+1,289
674
$7.45K ﹤0.01%
113
+89
675
$7.45K ﹤0.01%
86
-24
25 26
27
28 29