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
951
$3.54K ﹤0.01%
42
-15
952
$3.53K ﹤0.01%
52
+42
953
$3.52K ﹤0.01%
168
+6
954
$3.51K ﹤0.01%
111
+54
955
$3.5K ﹤0.01%
+420
956
$3.5K ﹤0.01%
189
+87
957
$3.49K ﹤0.01%
111
+2
958
$3.46K ﹤0.01%
169
+99
959
$3.45K ﹤0.01%
19
+6
960
$3.44K ﹤0.01%
283
+260
961
$3.44K ﹤0.01%
7
962
$3.43K ﹤0.01%
34
+2
963
$3.43K ﹤0.01%
350
+303
964
$3.41K ﹤0.01%
11
+4
965
$3.41K ﹤0.01%
8
-3
966
$3.4K ﹤0.01%
9
967
$3.4K ﹤0.01%
211
+134
968
$3.37K ﹤0.01%
772
+735
969
$3.36K ﹤0.01%
59
+47
970
$3.36K ﹤0.01%
18
+3
971
$3.35K ﹤0.01%
610
+389
972
$3.35K ﹤0.01%
22
+11
973
$3.34K ﹤0.01%
149
+145
974
$3.33K ﹤0.01%
304
+282
975
$3.32K ﹤0.01%
10
37 38
39
40 41