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
676
$7.45K ﹤0.01%
23
+11
677
$7.42K ﹤0.01%
107
+35
678
$7.35K ﹤0.01%
167
-92
679
$7.3K ﹤0.01%
129
+117
680
$7.28K ﹤0.01%
+593
681
$7.27K ﹤0.01%
103
-213
682
$7.25K ﹤0.01%
164
-1,230
683
$7.25K ﹤0.01%
81
+8
684
$7.24K ﹤0.01%
3,729
+3,702
685
$7.18K ﹤0.01%
199
+27
686
$7.18K ﹤0.01%
78
-228
687
$7.14K ﹤0.01%
52
+32
688
$7.14K ﹤0.01%
84
+64
689
$7.11K ﹤0.01%
77
-2
690
$7.1K ﹤0.01%
239
691
$7.08K ﹤0.01%
+351
692
$7.04K ﹤0.01%
32
+10
693
$7.04K ﹤0.01%
42
-16
694
$7.01K ﹤0.01%
275
695
$6.99K ﹤0.01%
443
-1,751
696
$6.98K ﹤0.01%
36
-131
697
$6.92K ﹤0.01%
12
-240
698
$6.89K ﹤0.01%
21
+9
699
$6.82K ﹤0.01%
66
+10
700
$6.81K ﹤0.01%
563
-7
26 27
28
29 30