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
751
$5.78K ﹤0.01%
63
-415
752
$5.78K ﹤0.01%
17
+8
753
$5.72K ﹤0.01%
120
+84
754
$5.71K ﹤0.01%
910
+876
755
$5.69K ﹤0.01%
332
+330
756
$5.69K ﹤0.01%
73
+10
757
$5.68K ﹤0.01%
54
+26
758
$5.68K ﹤0.01%
+103
759
$5.67K ﹤0.01%
15
+4
760
$5.66K ﹤0.01%
282
+171
761
$5.64K ﹤0.01%
54
+5
762
$5.63K ﹤0.01%
134
+40
763
$5.62K ﹤0.01%
551
+507
764
$5.61K ﹤0.01%
40
+11
765
$5.58K ﹤0.01%
45
+22
766
$5.54K ﹤0.01%
125
+98
767
$5.53K ﹤0.01%
184
+80
768
$5.52K ﹤0.01%
227
+212
769
$5.52K ﹤0.01%
40
-1
770
$5.49K ﹤0.01%
55
+30
771
$5.47K ﹤0.01%
79
-24
772
$5.47K ﹤0.01%
675
+613
773
$5.44K ﹤0.01%
30
+25
774
$5.41K ﹤0.01%
55
+23
775
$5.41K ﹤0.01%
275
+272
29 30
31
32 33