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
1226
$1.78K ﹤0.01%
2,007
+148
1227
$1.78K ﹤0.01%
16
-2
1228
$1.78K ﹤0.01%
9
+1
1229
$1.78K ﹤0.01%
199
+175
1230
$1.77K ﹤0.01%
10
-12
1231
$1.77K ﹤0.01%
4
-2
1232
$1.76K ﹤0.01%
111
+94
1233
$1.75K ﹤0.01%
124
+99
1234
$1.75K ﹤0.01%
8
+6
1235
$1.75K ﹤0.01%
1,445
+1,371
1236
$1.75K ﹤0.01%
30
+2
1237
$1.74K ﹤0.01%
25
+10
1238
$1.74K ﹤0.01%
16
1239
$1.74K ﹤0.01%
24
+16
1240
$1.73K ﹤0.01%
48
+9
1241
$1.72K ﹤0.01%
15
+11
1242
$1.72K ﹤0.01%
36
+14
1243
$1.71K ﹤0.01%
13
+5
1244
$1.7K ﹤0.01%
145
+119
1245
$1.7K ﹤0.01%
201
+164
1246
$1.7K ﹤0.01%
+197
1247
$1.7K ﹤0.01%
16
+8
1248
$1.68K ﹤0.01%
29
-968
1249
$1.68K ﹤0.01%
115
-338
1250
$1.68K ﹤0.01%
10
+1
48 49
50
51 52