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
76
$137K 0.05%
645
+479
77
$134K 0.05%
1,084
78
$133K 0.05%
4,193
+4,012
79
$133K 0.05%
484
+33
80
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431
-7
81
$128K 0.05%
443
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82
$127K 0.04%
696
+30
83
$126K 0.04%
1,977
84
$124K 0.04%
21
85
$123K 0.04%
1,613
+217
86
$123K 0.04%
392
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87
$120K 0.04%
415
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88
$118K 0.04%
1,756
+1,675
89
$117K 0.04%
1,496
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90
$116K 0.04%
149
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91
$115K 0.04%
1,179
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92
$113K 0.04%
364
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93
$111K 0.04%
560
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94
$110K 0.04%
3,090
+2,268
95
$110K 0.04%
235
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96
$110K 0.04%
345
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97
$109K 0.04%
584
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98
$109K 0.04%
2,466
-519
99
$108K 0.04%
641
+32
100
$108K 0.04%
638
+225
2 3
4
5 6