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
851
$4.49K ﹤0.01%
49
+17
852
$4.47K ﹤0.01%
100
853
$4.45K ﹤0.01%
28
-97
854
$4.44K ﹤0.01%
35
-225
855
$4.43K ﹤0.01%
81
+68
856
$4.42K ﹤0.01%
15
-38
857
$4.42K ﹤0.01%
80
+72
858
$4.42K ﹤0.01%
118
-6
859
$4.38K ﹤0.01%
19
860
$4.38K ﹤0.01%
27
+14
861
$4.38K ﹤0.01%
13
+5
862
$4.38K ﹤0.01%
54
+17
863
$4.37K ﹤0.01%
89
-639
864
$4.37K ﹤0.01%
44
-105
865
$4.37K ﹤0.01%
146
-28
866
$4.34K ﹤0.01%
10
+1
867
$4.29K ﹤0.01%
125
+1
868
$4.27K ﹤0.01%
24
+5
869
$4.25K ﹤0.01%
35
+15
870
$4.24K ﹤0.01%
56
+30
871
$4.21K ﹤0.01%
38
-7
872
$4.19K ﹤0.01%
+68
873
$4.17K ﹤0.01%
+111
874
$4.17K ﹤0.01%
52
+1
875
$4.17K ﹤0.01%
30
-25
33 34
35
36 37