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
101
$105K 0.04%
1,173
-2,060
102
$105K 0.04%
339
+333
103
$102K 0.04%
1,349
-106
104
$102K 0.04%
3,448
+2,995
105
$102K 0.04%
1,574
106
$102K 0.04%
892
+847
107
$97.1K 0.03%
676
+650
108
$97K 0.03%
412
+4
109
$96.3K 0.03%
1,326
+355
110
$96.3K 0.03%
1,250
+223
111
$95.3K 0.03%
699
+73
112
$94.3K 0.03%
350
+306
113
$93.3K 0.03%
526
+40
114
$93.3K 0.03%
456
+61
115
$92.9K 0.03%
392
116
$92.8K 0.03%
1,373
-161
117
$92.6K 0.03%
1,665
118
$90.6K 0.03%
1,841
-683
119
$89.8K 0.03%
122
+5
120
$88.5K 0.03%
1,413
+1,230
121
$87.9K 0.03%
558
+150
122
$87.9K 0.03%
494
123
$87.7K 0.03%
373
+13
124
$87.3K 0.03%
5,540
+2,644
125
$85.3K 0.03%
2,971
+2,703
3 4
5
6 7