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
1051
$2.69K ﹤0.01%
667
+254
1052
$2.69K ﹤0.01%
53
+13
1053
$2.68K ﹤0.01%
+31
1054
$2.67K ﹤0.01%
21
1055
$2.67K ﹤0.01%
57
+24
1056
$2.67K ﹤0.01%
121
+107
1057
$2.67K ﹤0.01%
471
+432
1058
$2.66K ﹤0.01%
+27
1059
$2.66K ﹤0.01%
14
1060
$2.66K ﹤0.01%
287
+262
1061
$2.64K ﹤0.01%
345
+333
1062
$2.64K ﹤0.01%
59
-2,873
1063
$2.64K ﹤0.01%
24
+2
1064
$2.63K ﹤0.01%
108
+96
1065
$2.62K ﹤0.01%
222
+218
1066
$2.62K ﹤0.01%
33
+6
1067
$2.61K ﹤0.01%
88
-206
1068
$2.61K ﹤0.01%
107
+72
1069
$2.6K ﹤0.01%
36
+2
1070
$2.59K ﹤0.01%
708
-560
1071
$2.59K ﹤0.01%
985
+864
1072
$2.59K ﹤0.01%
49
-62
1073
$2.58K ﹤0.01%
+108
1074
$2.58K ﹤0.01%
17
+3
1075
$2.57K ﹤0.01%
66
-10
41 42
43
44 45