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
926
$3.74K ﹤0.01%
13
+5
927
$3.73K ﹤0.01%
10
928
$3.73K ﹤0.01%
123
929
$3.72K ﹤0.01%
96
+92
930
$3.7K ﹤0.01%
22
+1
931
$3.69K ﹤0.01%
213
+141
932
$3.67K ﹤0.01%
7
-5
933
$3.67K ﹤0.01%
15
+12
934
$3.66K ﹤0.01%
2
-1
935
$3.65K ﹤0.01%
50
-38
936
$3.64K ﹤0.01%
10
+1
937
$3.64K ﹤0.01%
421
+211
938
$3.63K ﹤0.01%
497
+390
939
$3.63K ﹤0.01%
80
-11
940
$3.61K ﹤0.01%
674
+615
941
$3.6K ﹤0.01%
214
+203
942
$3.59K ﹤0.01%
13
943
$3.58K ﹤0.01%
1,506
+187
944
$3.58K ﹤0.01%
265
-167
945
$3.58K ﹤0.01%
44
-16
946
$3.58K ﹤0.01%
182
+177
947
$3.56K ﹤0.01%
36
+28
948
$3.56K ﹤0.01%
70
+66
949
$3.55K ﹤0.01%
310
+81
950
$3.54K ﹤0.01%
+24
36 37
38
39 40