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
1251
$1.67K ﹤0.01%
507
-293
1252
$1.67K ﹤0.01%
34
+15
1253
$1.67K ﹤0.01%
173
1254
$1.66K ﹤0.01%
20
1255
$1.66K ﹤0.01%
+39
1256
$1.65K ﹤0.01%
3
1257
$1.65K ﹤0.01%
67
+58
1258
$1.64K ﹤0.01%
26
-7
1259
$1.64K ﹤0.01%
208
+50
1260
$1.63K ﹤0.01%
20
+1
1261
$1.63K ﹤0.01%
10
-4
1262
$1.62K ﹤0.01%
348
-5,132
1263
$1.61K ﹤0.01%
25
-676
1264
$1.61K ﹤0.01%
+9
1265
$1.61K ﹤0.01%
85
1266
$1.61K ﹤0.01%
600
1267
$1.61K ﹤0.01%
75
+11
1268
$1.61K ﹤0.01%
2,120
+1,657
1269
$1.6K ﹤0.01%
270
-306
1270
$1.6K ﹤0.01%
31
+6
1271
$1.6K ﹤0.01%
100
+53
1272
$1.6K ﹤0.01%
36
+4
1273
$1.59K ﹤0.01%
7
+2
1274
$1.59K ﹤0.01%
443
+337
1275
$1.58K ﹤0.01%
+10
49 50
51
52 53