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
976
$3.32K ﹤0.01%
659
+73
977
$3.32K ﹤0.01%
+133
978
$3.3K ﹤0.01%
141
-10
979
$3.3K ﹤0.01%
23
+15
980
$3.29K ﹤0.01%
62
-18
981
$3.27K ﹤0.01%
19
+9
982
$3.27K ﹤0.01%
8
983
$3.27K ﹤0.01%
110
-93
984
$3.21K ﹤0.01%
+154
985
$3.2K ﹤0.01%
21
986
$3.19K ﹤0.01%
9
+1
987
$3.18K ﹤0.01%
42
+10
988
$3.18K ﹤0.01%
206
+70
989
$3.18K ﹤0.01%
21
+5
990
$3.17K ﹤0.01%
78
+22
991
$3.17K ﹤0.01%
255
-39
992
$3.16K ﹤0.01%
175
+173
993
$3.15K ﹤0.01%
+142
994
$3.15K ﹤0.01%
93
-12
995
$3.14K ﹤0.01%
9
-61
996
$3.1K ﹤0.01%
124
-50
997
$3.09K ﹤0.01%
84
+38
998
$3.08K ﹤0.01%
199
+6
999
$3.07K ﹤0.01%
6
1000
$3.07K ﹤0.01%
155
+123
38 39
40
41 42