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
1176
$2.05K ﹤0.01%
704
+688
1177
$2.04K ﹤0.01%
37
+36
1178
$2.03K ﹤0.01%
13
-1
1179
$2.03K ﹤0.01%
94
-68
1180
$2.03K ﹤0.01%
28
+21
1181
$2.03K ﹤0.01%
20
+18
1182
$2.02K ﹤0.01%
428
+420
1183
$2.02K ﹤0.01%
93
-423
1184
$2.01K ﹤0.01%
78
-228
1185
$2.01K ﹤0.01%
236
+213
1186
$2K ﹤0.01%
25
-274
1187
$2K ﹤0.01%
25
1188
$1.99K ﹤0.01%
193
-184
1189
$1.99K ﹤0.01%
103
+1
1190
$1.98K ﹤0.01%
86
-354
1191
$1.98K ﹤0.01%
11
1192
$1.97K ﹤0.01%
10
+7
1193
$1.97K ﹤0.01%
+168
1194
$1.96K ﹤0.01%
14
1195
$1.96K ﹤0.01%
+1
1196
$1.96K ﹤0.01%
8
+3
1197
$1.94K ﹤0.01%
10
1198
$1.94K ﹤0.01%
155
-24
1199
$1.93K ﹤0.01%
11
+3
1200
$1.91K ﹤0.01%
+199
46 47
48
49 50