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
1451
$1.03K ﹤0.01%
215
+138
1452
$1.02K ﹤0.01%
14
-3
1453
$1.02K ﹤0.01%
9
+6
1454
$1.02K ﹤0.01%
12
+2
1455
$1.01K ﹤0.01%
6
-27
1456
$1.01K ﹤0.01%
103
-5
1457
$1.01K ﹤0.01%
75
-626
1458
$1.01K ﹤0.01%
57
-11
1459
$1.01K ﹤0.01%
29
+22
1460
$1.01K ﹤0.01%
5
+1
1461
$1.01K ﹤0.01%
+84
1462
$1.01K ﹤0.01%
80
+78
1463
$1K ﹤0.01%
151
-4
1464
$1K ﹤0.01%
35
1465
$997 ﹤0.01%
791
+788
1466
$995 ﹤0.01%
43
+31
1467
$994 ﹤0.01%
35
-1
1468
$988 ﹤0.01%
398
+371
1469
$988 ﹤0.01%
6
+5
1470
$984 ﹤0.01%
+69
1471
$979 ﹤0.01%
9
+1
1472
$976 ﹤0.01%
40
+4
1473
$973 ﹤0.01%
26
-1,975
1474
$971 ﹤0.01%
26
-1,025
1475
$969 ﹤0.01%
32
-7
57 58
59
60 61