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
1401
$1.19K ﹤0.01%
165
+17
1402
$1.19K ﹤0.01%
40
+39
1403
$1.19K ﹤0.01%
102
-2,266
1404
$1.19K ﹤0.01%
281
+189
1405
$1.18K ﹤0.01%
379
-5
1406
$1.17K ﹤0.01%
113
1407
$1.17K ﹤0.01%
16
+1
1408
$1.17K ﹤0.01%
60
+58
1409
$1.16K ﹤0.01%
47
+44
1410
$1.16K ﹤0.01%
8
+5
1411
$1.15K ﹤0.01%
22
+12
1412
$1.15K ﹤0.01%
4
-1
1413
$1.15K ﹤0.01%
+211
1414
$1.15K ﹤0.01%
22
+20
1415
$1.14K ﹤0.01%
15
+9
1416
$1.14K ﹤0.01%
11
-51
1417
$1.13K ﹤0.01%
1,545
+1,474
1418
$1.13K ﹤0.01%
23
+12
1419
$1.13K ﹤0.01%
151
-211
1420
$1.12K ﹤0.01%
17
-103
1421
$1.12K ﹤0.01%
24
1422
$1.12K ﹤0.01%
13
+11
1423
$1.12K ﹤0.01%
163
+134
1424
$1.12K ﹤0.01%
86
+35
1425
$1.11K ﹤0.01%
7
+6
55 56
57
58 59