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
1101
$2.44K ﹤0.01%
14
-37
1102
$2.43K ﹤0.01%
108
+105
1103
$2.43K ﹤0.01%
169
-4
1104
$2.42K ﹤0.01%
35
+15
1105
$2.4K ﹤0.01%
20
-1
1106
$2.4K ﹤0.01%
89
+28
1107
$2.4K ﹤0.01%
73
+68
1108
$2.39K ﹤0.01%
53
-874
1109
$2.38K ﹤0.01%
203
+108
1110
$2.38K ﹤0.01%
152
1111
$2.37K ﹤0.01%
21
+4
1112
$2.37K ﹤0.01%
+86
1113
$2.37K ﹤0.01%
522
-284
1114
$2.36K ﹤0.01%
9
+2
1115
$2.35K ﹤0.01%
242
+8
1116
$2.35K ﹤0.01%
2
-8
1117
$2.35K ﹤0.01%
+58
1118
$2.33K ﹤0.01%
9
+2
1119
$2.33K ﹤0.01%
64
+53
1120
$2.33K ﹤0.01%
45
-796
1121
$2.33K ﹤0.01%
95
+88
1122
$2.31K ﹤0.01%
44
+4
1123
$2.3K ﹤0.01%
138
+2
1124
$2.3K ﹤0.01%
281
-148
1125
$2.3K ﹤0.01%
64
-85
43 44
45
46 47