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
1026
$2.84K ﹤0.01%
47
-16
1027
$2.84K ﹤0.01%
20
+10
1028
$2.83K ﹤0.01%
372
-1,931
1029
$2.82K ﹤0.01%
146
+83
1030
$2.82K ﹤0.01%
90
+89
1031
$2.81K ﹤0.01%
20
+14
1032
$2.81K ﹤0.01%
241
-3
1033
$2.8K ﹤0.01%
27
-127
1034
$2.8K ﹤0.01%
54
-22
1035
$2.8K ﹤0.01%
68
+32
1036
$2.79K ﹤0.01%
183
+162
1037
$2.79K ﹤0.01%
579
+526
1038
$2.78K ﹤0.01%
167
+133
1039
$2.77K ﹤0.01%
48
+17
1040
$2.75K ﹤0.01%
359
-292
1041
$2.75K ﹤0.01%
564
+246
1042
$2.75K ﹤0.01%
88
+39
1043
$2.74K ﹤0.01%
2,286
+1,190
1044
$2.74K ﹤0.01%
15
+5
1045
$2.74K ﹤0.01%
47
-15
1046
$2.74K ﹤0.01%
106
+39
1047
$2.74K ﹤0.01%
59
+52
1048
$2.73K ﹤0.01%
119
-37
1049
$2.73K ﹤0.01%
30
+23
1050
$2.73K ﹤0.01%
36
-33
40 41
42
43 44