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
1126
$2.29K ﹤0.01%
4
-2
1127
$2.29K ﹤0.01%
22
+2
1128
$2.28K ﹤0.01%
49
-35
1129
$2.28K ﹤0.01%
66
+46
1130
$2.28K ﹤0.01%
+293
1131
$2.28K ﹤0.01%
50
+2
1132
$2.28K ﹤0.01%
125
+106
1133
$2.28K ﹤0.01%
79
-8
1134
$2.26K ﹤0.01%
44
+34
1135
$2.26K ﹤0.01%
168
+10
1136
$2.26K ﹤0.01%
32
+15
1137
$2.25K ﹤0.01%
43
-830
1138
$2.25K ﹤0.01%
63
+50
1139
$2.25K ﹤0.01%
108
+15
1140
$2.25K ﹤0.01%
+17
1141
$2.24K ﹤0.01%
13
1142
$2.23K ﹤0.01%
37
1143
$2.22K ﹤0.01%
25
+14
1144
$2.2K ﹤0.01%
68
+48
1145
$2.19K ﹤0.01%
130
1146
$2.18K ﹤0.01%
5
1147
$2.18K ﹤0.01%
136
1148
$2.18K ﹤0.01%
71
+18
1149
$2.18K ﹤0.01%
196
-484
1150
$2.18K ﹤0.01%
37
-416
44 45
46
47 48