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
1426
$1.11K ﹤0.01%
34
-124
1427
$1.11K ﹤0.01%
34
+32
1428
$1.1K ﹤0.01%
39
-381
1429
$1.09K ﹤0.01%
4
-107
1430
$1.09K ﹤0.01%
6
1431
$1.09K ﹤0.01%
+42
1432
$1.08K ﹤0.01%
11
+1
1433
$1.08K ﹤0.01%
+34
1434
$1.08K ﹤0.01%
45
-4
1435
$1.08K ﹤0.01%
12
-1
1436
$1.07K ﹤0.01%
11
-223
1437
$1.07K ﹤0.01%
57
-251
1438
$1.06K ﹤0.01%
221
+5
1439
$1.06K ﹤0.01%
16
+3
1440
$1.06K ﹤0.01%
76
-6,857
1441
$1.06K ﹤0.01%
117
-415
1442
$1.05K ﹤0.01%
+19
1443
$1.04K ﹤0.01%
+44
1444
$1.04K ﹤0.01%
33
+1
1445
$1.04K ﹤0.01%
12
1446
$1.04K ﹤0.01%
9
-1
1447
$1.03K ﹤0.01%
50
+18
1448
$1.03K ﹤0.01%
19
+2
1449
$1.03K ﹤0.01%
10
+1
1450
$1.03K ﹤0.01%
+76
56 57
58
59 60