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
726
$6.3K ﹤0.01%
1,759
+1,747
727
$6.29K ﹤0.01%
60
+47
728
$6.27K ﹤0.01%
578
+263
729
$6.27K ﹤0.01%
16
+11
730
$6.26K ﹤0.01%
+386
731
$6.24K ﹤0.01%
96
+83
732
$6.23K ﹤0.01%
408
+404
733
$6.19K ﹤0.01%
36
-186
734
$6.18K ﹤0.01%
25
735
$6.12K ﹤0.01%
+500
736
$6.11K ﹤0.01%
32
+25
737
$6.08K ﹤0.01%
103
-74
738
$6K ﹤0.01%
20
+4
739
$5.97K ﹤0.01%
994
+966
740
$5.97K ﹤0.01%
+342
741
$5.97K ﹤0.01%
136
+126
742
$5.95K ﹤0.01%
62
+18
743
$5.93K ﹤0.01%
53
+17
744
$5.93K ﹤0.01%
33
+2
745
$5.92K ﹤0.01%
129
+82
746
$5.91K ﹤0.01%
19
-18
747
$5.9K ﹤0.01%
197
-2,155
748
$5.84K ﹤0.01%
145
+40
749
$5.82K ﹤0.01%
152
+150
750
$5.8K ﹤0.01%
217
+87
28 29
30
31 32