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
1351
$1.32K ﹤0.01%
18
+16
1352
$1.32K ﹤0.01%
224
+191
1353
$1.32K ﹤0.01%
8
1354
$1.31K ﹤0.01%
8
1355
$1.31K ﹤0.01%
189
-1,088
1356
$1.31K ﹤0.01%
12
+8
1357
$1.3K ﹤0.01%
70
+69
1358
$1.3K ﹤0.01%
930
+378
1359
$1.3K ﹤0.01%
10
-10
1360
$1.3K ﹤0.01%
30
+29
1361
$1.3K ﹤0.01%
+31
1362
$1.29K ﹤0.01%
15
1363
$1.29K ﹤0.01%
72
+13
1364
$1.29K ﹤0.01%
74
+48
1365
$1.29K ﹤0.01%
28
+24
1366
$1.29K ﹤0.01%
6
-2
1367
$1.28K ﹤0.01%
153
+137
1368
$1.28K ﹤0.01%
122
-137
1369
$1.27K ﹤0.01%
54
+26
1370
$1.27K ﹤0.01%
16
+2
1371
$1.26K ﹤0.01%
11
1372
$1.26K ﹤0.01%
8
-1
1373
$1.26K ﹤0.01%
119
+93
1374
$1.26K ﹤0.01%
49
+47
1375
$1.26K ﹤0.01%
22
-1
53 54
55
56 57