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
776
$5.4K ﹤0.01%
139
-524
777
$5.39K ﹤0.01%
22
-176
778
$5.35K ﹤0.01%
63
-16
779
$5.34K ﹤0.01%
78
+37
780
$5.33K ﹤0.01%
42
-1
781
$5.33K ﹤0.01%
781
+733
782
$5.3K ﹤0.01%
82
+23
783
$5.29K ﹤0.01%
334
784
$5.25K ﹤0.01%
13
+6
785
$5.25K ﹤0.01%
29
-209
786
$5.21K ﹤0.01%
44
-50
787
$5.2K ﹤0.01%
580
+440
788
$5.18K ﹤0.01%
29
+19
789
$5.17K ﹤0.01%
20
790
$5.17K ﹤0.01%
64
-3
791
$5.16K ﹤0.01%
128
+13
792
$5.15K ﹤0.01%
568
+277
793
$5.14K ﹤0.01%
45
-18
794
$5.14K ﹤0.01%
119
+26
795
$5.11K ﹤0.01%
9
796
$5.11K ﹤0.01%
676
+325
797
$5.1K ﹤0.01%
21
+18
798
$5.1K ﹤0.01%
2,381
+1,549
799
$5.06K ﹤0.01%
12
+2
800
$5.05K ﹤0.01%
35
+9
30 31
32
33 34