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
1076
$2.56K ﹤0.01%
108
1077
$2.56K ﹤0.01%
+38
1078
$2.55K ﹤0.01%
5
1079
$2.55K ﹤0.01%
72
1080
$2.54K ﹤0.01%
1,673
+1,546
1081
$2.54K ﹤0.01%
104
+74
1082
$2.53K ﹤0.01%
89
+68
1083
$2.53K ﹤0.01%
159
-21
1084
$2.52K ﹤0.01%
116
-120
1085
$2.51K ﹤0.01%
8
+3
1086
$2.51K ﹤0.01%
8
1087
$2.51K ﹤0.01%
693
-308
1088
$2.5K ﹤0.01%
149
-91
1089
$2.5K ﹤0.01%
26
+7
1090
$2.49K ﹤0.01%
16
1091
$2.48K ﹤0.01%
75
-27
1092
$2.48K ﹤0.01%
184
+53
1093
$2.48K ﹤0.01%
38
+17
1094
$2.47K ﹤0.01%
16
+2
1095
$2.46K ﹤0.01%
1,150
+1,089
1096
$2.46K ﹤0.01%
50
+42
1097
$2.46K ﹤0.01%
40
+28
1098
$2.45K ﹤0.01%
121
+112
1099
$2.44K ﹤0.01%
230
+103
1100
$2.44K ﹤0.01%
23
+4
42 43
44
45 46