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
1301
$1.47K ﹤0.01%
54
+49
1302
$1.47K ﹤0.01%
1,158
+64
1303
$1.47K ﹤0.01%
14
1304
$1.47K ﹤0.01%
103
1305
$1.47K ﹤0.01%
23
-1
1306
$1.46K ﹤0.01%
19
+16
1307
$1.46K ﹤0.01%
10
+6
1308
$1.46K ﹤0.01%
3
1309
$1.46K ﹤0.01%
+55
1310
$1.46K ﹤0.01%
286
+265
1311
$1.45K ﹤0.01%
+81
1312
$1.45K ﹤0.01%
3
1313
$1.44K ﹤0.01%
13
-2
1314
$1.43K ﹤0.01%
33
+1
1315
$1.43K ﹤0.01%
51
-17
1316
$1.43K ﹤0.01%
209
+198
1317
$1.43K ﹤0.01%
102
-41
1318
$1.43K ﹤0.01%
+19
1319
$1.42K ﹤0.01%
21
-788
1320
$1.42K ﹤0.01%
+300
1321
$1.42K ﹤0.01%
727
+709
1322
$1.41K ﹤0.01%
26
-141
1323
$1.41K ﹤0.01%
12
+10
1324
$1.41K ﹤0.01%
7
+2
1325
$1.41K ﹤0.01%
48
51 52
53
54 55