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
126
$85K 0.03%
410
+353
127
$84.4K 0.03%
630
+110
128
$82.5K 0.03%
1,036
+969
129
$81.6K 0.03%
536
+54
130
$80.2K 0.03%
3,630
-1,470
131
$80.1K 0.03%
164
+154
132
$80K 0.03%
382
+45
133
$79.9K 0.03%
151
+5
134
$79.7K 0.03%
151
+139
135
$79.3K 0.03%
715
+40
136
$78.9K 0.03%
1,572
-556
137
$78.6K 0.03%
594
-694
138
$78.6K 0.03%
666
+647
139
$78.5K 0.03%
144
+10
140
$78.2K 0.03%
638
+572
141
$77.7K 0.03%
532
+7
142
$77.4K 0.03%
2,248
-371
143
$76.9K 0.03%
210
+55
144
$76.2K 0.03%
1,516
+1,479
145
$76.1K 0.03%
250
146
$75.6K 0.03%
556
-82
147
$75K 0.03%
444
+406
148
$74.4K 0.03%
401
+33
149
$74.4K 0.03%
3,323
+256
150
$74.1K 0.03%
1,088
-1,186
4 5
6
7 8