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
876
$4.17K ﹤0.01%
112
-81
877
$4.13K ﹤0.01%
43
-8
878
$4.12K ﹤0.01%
+85
879
$4.11K ﹤0.01%
107
+3
880
$4.1K ﹤0.01%
74
+10
881
$4.09K ﹤0.01%
134
+119
882
$4.09K ﹤0.01%
35
+4
883
$4.09K ﹤0.01%
405
+399
884
$4.08K ﹤0.01%
335
+212
885
$4.08K ﹤0.01%
17
+2
886
$4.08K ﹤0.01%
13
-125
887
$4.08K ﹤0.01%
4,281
888
$4.08K ﹤0.01%
1,388
+25
889
$4.07K ﹤0.01%
+99
890
$4.06K ﹤0.01%
87
+31
891
$4.06K ﹤0.01%
145
+123
892
$4.05K ﹤0.01%
55
-56
893
$4.03K ﹤0.01%
67
-25
894
$4.03K ﹤0.01%
142
+117
895
$4.02K ﹤0.01%
+94
896
$4.02K ﹤0.01%
986
+927
897
$4K ﹤0.01%
170
+40
898
$3.97K ﹤0.01%
+41
899
$3.91K ﹤0.01%
356
+195
900
$3.9K ﹤0.01%
36
-2
34 35
36
37 38