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
701
$6.8K ﹤0.01%
2,490
+1,406
702
$6.79K ﹤0.01%
79
+43
703
$6.74K ﹤0.01%
122
+121
704
$6.68K ﹤0.01%
68
-39
705
$6.67K ﹤0.01%
398
-3,468
706
$6.66K ﹤0.01%
501
+463
707
$6.66K ﹤0.01%
+153
708
$6.61K ﹤0.01%
+57
709
$6.6K ﹤0.01%
21
+4
710
$6.57K ﹤0.01%
223
+88
711
$6.54K ﹤0.01%
+1,547
712
$6.52K ﹤0.01%
85
+84
713
$6.49K ﹤0.01%
1,279
+274
714
$6.48K ﹤0.01%
965
+860
715
$6.44K ﹤0.01%
118
+102
716
$6.4K ﹤0.01%
124
+2
717
$6.4K ﹤0.01%
29
-2
718
$6.4K ﹤0.01%
265
+264
719
$6.39K ﹤0.01%
26
+21
720
$6.39K ﹤0.01%
123
+101
721
$6.37K ﹤0.01%
138
-1,297
722
$6.36K ﹤0.01%
+224
723
$6.34K ﹤0.01%
262
+76
724
$6.33K ﹤0.01%
29
+28
725
$6.3K ﹤0.01%
92
-3
27 28
29
30 31