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
1326
$1.4K ﹤0.01%
12
+1
1327
$1.4K ﹤0.01%
399
+222
1328
$1.4K ﹤0.01%
28
-6
1329
$1.4K ﹤0.01%
6
-1
1330
$1.39K ﹤0.01%
33
1331
$1.39K ﹤0.01%
11
+3
1332
$1.39K ﹤0.01%
9
1333
$1.39K ﹤0.01%
25
1334
$1.38K ﹤0.01%
2
+1
1335
$1.38K ﹤0.01%
9
+4
1336
$1.38K ﹤0.01%
139
+128
1337
$1.37K ﹤0.01%
49
+43
1338
$1.36K ﹤0.01%
30
-34
1339
$1.36K ﹤0.01%
11
1340
$1.36K ﹤0.01%
100
-15
1341
$1.36K ﹤0.01%
25
-1
1342
$1.36K ﹤0.01%
+142
1343
$1.35K ﹤0.01%
+284
1344
$1.35K ﹤0.01%
4
+2
1345
$1.35K ﹤0.01%
73
+62
1346
$1.35K ﹤0.01%
+84
1347
$1.35K ﹤0.01%
17
1348
$1.34K ﹤0.01%
40
-8
1349
$1.33K ﹤0.01%
19
-8
1350
$1.33K ﹤0.01%
4
-38
52 53
54
55 56