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
801
$5.04K ﹤0.01%
12
-57
802
$5.03K ﹤0.01%
300
803
$5.02K ﹤0.01%
552
+394
804
$5.01K ﹤0.01%
3,554
+2,200
805
$4.96K ﹤0.01%
+59
806
$4.94K ﹤0.01%
48
+24
807
$4.93K ﹤0.01%
152
-54
808
$4.91K ﹤0.01%
10
+2
809
$4.9K ﹤0.01%
61
+52
810
$4.9K ﹤0.01%
47
-9
811
$4.89K ﹤0.01%
173
+73
812
$4.89K ﹤0.01%
258
+201
813
$4.89K ﹤0.01%
233
+44
814
$4.88K ﹤0.01%
+63
815
$4.88K ﹤0.01%
114
-8
816
$4.88K ﹤0.01%
975
+922
817
$4.86K ﹤0.01%
2,926
+2,794
818
$4.85K ﹤0.01%
6
+3
819
$4.85K ﹤0.01%
69
-223
820
$4.84K ﹤0.01%
28
-34
821
$4.82K ﹤0.01%
58
+26
822
$4.81K ﹤0.01%
121
+113
823
$4.81K ﹤0.01%
66
+14
824
$4.8K ﹤0.01%
302
+266
825
$4.79K ﹤0.01%
341
+304
31 32
33
34 35