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
1151
$2.18K ﹤0.01%
1,236
+679
1152
$2.16K ﹤0.01%
86
-3
1153
$2.16K ﹤0.01%
76
1154
$2.16K ﹤0.01%
+77
1155
$2.15K ﹤0.01%
35
-2
1156
$2.15K ﹤0.01%
9
-1
1157
$2.14K ﹤0.01%
46
1158
$2.13K ﹤0.01%
32
1159
$2.13K ﹤0.01%
30
+9
1160
$2.12K ﹤0.01%
49
+25
1161
$2.11K ﹤0.01%
121
+66
1162
$2.11K ﹤0.01%
49
1163
$2.1K ﹤0.01%
43
-4
1164
$2.1K ﹤0.01%
110
+93
1165
$2.1K ﹤0.01%
15
+10
1166
$2.09K ﹤0.01%
+396
1167
$2.08K ﹤0.01%
+51
1168
$2.08K ﹤0.01%
115
+98
1169
$2.08K ﹤0.01%
107
+92
1170
$2.07K ﹤0.01%
26
+11
1171
$2.07K ﹤0.01%
179
-35
1172
$2.06K ﹤0.01%
94
-126
1173
$2.06K ﹤0.01%
14
+11
1174
$2.05K ﹤0.01%
86
+28
1175
$2.05K ﹤0.01%
36
-35
45 46
47
48 49