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
1376
$1.25K ﹤0.01%
600
1377
$1.25K ﹤0.01%
125
-40
1378
$1.24K ﹤0.01%
143
+51
1379
$1.24K ﹤0.01%
184
+174
1380
$1.24K ﹤0.01%
8
1381
$1.24K ﹤0.01%
34
1382
$1.24K ﹤0.01%
61
-33
1383
$1.24K ﹤0.01%
13
+10
1384
$1.23K ﹤0.01%
59
-69
1385
$1.23K ﹤0.01%
17
+16
1386
$1.23K ﹤0.01%
36
+21
1387
$1.23K ﹤0.01%
23
+8
1388
$1.23K ﹤0.01%
783
+747
1389
$1.23K ﹤0.01%
42
+2
1390
$1.23K ﹤0.01%
14
+5
1391
$1.22K ﹤0.01%
142
+83
1392
$1.22K ﹤0.01%
6
-11
1393
$1.22K ﹤0.01%
40
1394
$1.22K ﹤0.01%
148
+101
1395
$1.22K ﹤0.01%
36
-255
1396
$1.2K ﹤0.01%
41
1397
$1.2K ﹤0.01%
32
1398
$1.2K ﹤0.01%
49
-18
1399
$1.2K ﹤0.01%
11
-70
1400
$1.19K ﹤0.01%
25
+1
54 55
56
57 58