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
1001
$3.07K ﹤0.01%
+51
1002
$3.06K ﹤0.01%
68
-54
1003
$3.06K ﹤0.01%
68
+67
1004
$3.04K ﹤0.01%
24
+7
1005
$3.03K ﹤0.01%
162
-73
1006
$3.02K ﹤0.01%
144
-1,128
1007
$3.02K ﹤0.01%
93
-1
1008
$3K ﹤0.01%
16
-37
1009
$3K ﹤0.01%
768
+750
1010
$2.98K ﹤0.01%
31
-779
1011
$2.96K ﹤0.01%
103
+93
1012
$2.96K ﹤0.01%
10
-4
1013
$2.96K ﹤0.01%
1,236
+1,227
1014
$2.95K ﹤0.01%
1,041
+1,031
1015
$2.94K ﹤0.01%
43
-28
1016
$2.93K ﹤0.01%
255
+253
1017
$2.92K ﹤0.01%
30
-1
1018
$2.92K ﹤0.01%
10
+4
1019
$2.9K ﹤0.01%
33
+3
1020
$2.89K ﹤0.01%
849
-314
1021
$2.87K ﹤0.01%
44
1022
$2.86K ﹤0.01%
70
1023
$2.85K ﹤0.01%
208
+55
1024
$2.85K ﹤0.01%
29
+14
1025
$2.85K ﹤0.01%
441
-127
39 40
41
42 43