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
1201
$1.91K ﹤0.01%
63
+58
1202
$1.91K ﹤0.01%
37
+36
1203
$1.89K ﹤0.01%
61
+42
1204
$1.87K ﹤0.01%
21
+12
1205
$1.86K ﹤0.01%
205
+200
1206
$1.86K ﹤0.01%
8
-3
1207
$1.86K ﹤0.01%
42
+9
1208
$1.86K ﹤0.01%
48
+45
1209
$1.86K ﹤0.01%
19
+10
1210
$1.86K ﹤0.01%
19
+12
1211
$1.85K ﹤0.01%
266
+250
1212
$1.85K ﹤0.01%
21
-1
1213
$1.85K ﹤0.01%
16
-1
1214
$1.84K ﹤0.01%
38
+2
1215
$1.84K ﹤0.01%
661
-536
1216
$1.82K ﹤0.01%
103
+92
1217
$1.82K ﹤0.01%
91
+3
1218
$1.82K ﹤0.01%
444
+409
1219
$1.82K ﹤0.01%
66
+20
1220
$1.82K ﹤0.01%
69
-21
1221
$1.82K ﹤0.01%
11
1222
$1.81K ﹤0.01%
21
+15
1223
$1.81K ﹤0.01%
70
-153
1224
$1.79K ﹤0.01%
35
-74
1225
$1.79K ﹤0.01%
31
-670
47 48
49
50 51