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
826
$4.79K ﹤0.01%
308
+300
827
$4.77K ﹤0.01%
320
+278
828
$4.76K ﹤0.01%
+190
829
$4.76K ﹤0.01%
93
+65
830
$4.74K ﹤0.01%
8
-2
831
$4.71K ﹤0.01%
99
+53
832
$4.7K ﹤0.01%
815
-437
833
$4.7K ﹤0.01%
454
+448
834
$4.7K ﹤0.01%
45
+19
835
$4.69K ﹤0.01%
127
+79
836
$4.63K ﹤0.01%
62
-26
837
$4.61K ﹤0.01%
58
+28
838
$4.6K ﹤0.01%
14
-285
839
$4.6K ﹤0.01%
22
+8
840
$4.59K ﹤0.01%
36
+10
841
$4.59K ﹤0.01%
652
+548
842
$4.59K ﹤0.01%
84
-534
843
$4.57K ﹤0.01%
1
844
$4.56K ﹤0.01%
13
+10
845
$4.55K ﹤0.01%
585
+581
846
$4.54K ﹤0.01%
201
-59
847
$4.52K ﹤0.01%
94
+17
848
$4.52K ﹤0.01%
967
-238
849
$4.51K ﹤0.01%
167
+148
850
$4.5K ﹤0.01%
12
+3
32 33
34
35 36