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
901
$3.9K ﹤0.01%
410
+396
902
$3.89K ﹤0.01%
124
+100
903
$3.88K ﹤0.01%
20
-91
904
$3.88K ﹤0.01%
119
+50
905
$3.87K ﹤0.01%
73
+33
906
$3.86K ﹤0.01%
+357
907
$3.85K ﹤0.01%
85
+4
908
$3.85K ﹤0.01%
+145
909
$3.84K ﹤0.01%
52
-32
910
$3.84K ﹤0.01%
37
-34
911
$3.83K ﹤0.01%
68
-9
912
$3.82K ﹤0.01%
209
-1,178
913
$3.82K ﹤0.01%
194
+181
914
$3.82K ﹤0.01%
113
-858
915
$3.81K ﹤0.01%
84
-23
916
$3.81K ﹤0.01%
+662
917
$3.81K ﹤0.01%
32
+2
918
$3.8K ﹤0.01%
+126
919
$3.77K ﹤0.01%
42
+8
920
$3.77K ﹤0.01%
24
+21
921
$3.77K ﹤0.01%
56
+38
922
$3.77K ﹤0.01%
206
+179
923
$3.75K ﹤0.01%
24
+5
924
$3.75K ﹤0.01%
39
-92
925
$3.74K ﹤0.01%
41
+19
35 36
37
38 39