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
51
$193K 0.07%
1,828
+1
52
$191K 0.07%
776
+177
53
$188K 0.07%
607
+286
54
$186K 0.07%
2,189
+632
55
$183K 0.06%
377
+36
56
$182K 0.06%
5,511
-4,568
57
$178K 0.06%
1,351
+70
58
$178K 0.06%
+7,647
59
$178K 0.06%
1,117
+47
60
$178K 0.06%
813
+46
61
$176K 0.06%
5,888
-412
62
$172K 0.06%
233
+22
63
$169K 0.06%
307
+127
64
$167K 0.06%
1,905
-21
65
$164K 0.06%
5,680
+91
66
$164K 0.06%
1,549
+348
67
$162K 0.06%
164
+13
68
$158K 0.06%
2,697
-241
69
$155K 0.05%
1,014
-465
70
$150K 0.05%
5,095
-701
71
$141K 0.05%
2,059
+374
72
$140K 0.05%
1,631
+11
73
$139K 0.05%
1,459
+1,375
74
$139K 0.05%
3,237
75
$138K 0.05%
1,109
+94
1 2
3
4 5