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
1276
$1.58K ﹤0.01%
725
+691
1277
$1.57K ﹤0.01%
47
+38
1278
$1.57K ﹤0.01%
11
+1
1279
$1.56K ﹤0.01%
+55
1280
$1.56K ﹤0.01%
66
+63
1281
$1.55K ﹤0.01%
174
-1,198
1282
$1.55K ﹤0.01%
536
+226
1283
$1.54K ﹤0.01%
+106
1284
$1.54K ﹤0.01%
47
-5
1285
$1.54K ﹤0.01%
28
-1
1286
$1.54K ﹤0.01%
115
+101
1287
$1.53K ﹤0.01%
34
+10
1288
$1.53K ﹤0.01%
87
-8
1289
$1.53K ﹤0.01%
42
+29
1290
$1.53K ﹤0.01%
415
1291
$1.52K ﹤0.01%
34
-48
1292
$1.52K ﹤0.01%
93
+23
1293
$1.52K ﹤0.01%
24
+13
1294
$1.51K ﹤0.01%
233
+176
1295
$1.51K ﹤0.01%
36
1296
$1.5K ﹤0.01%
22
-410
1297
$1.5K ﹤0.01%
21
1298
$1.48K ﹤0.01%
+77
1299
$1.47K ﹤0.01%
23
-103
1300
$1.47K ﹤0.01%
24
-104
50 51
52
53 54