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
1476
$963 ﹤0.01%
80
-18
1477
$961 ﹤0.01%
14
+11
1478
$960 ﹤0.01%
40
-27
1479
$959 ﹤0.01%
450
+401
1480
$957 ﹤0.01%
3
1481
$954 ﹤0.01%
2
1482
$954 ﹤0.01%
12
+11
1483
$954 ﹤0.01%
+18
1484
$953 ﹤0.01%
+158
1485
$951 ﹤0.01%
67
+65
1486
$948 ﹤0.01%
62
-2
1487
$947 ﹤0.01%
9
+6
1488
$946 ﹤0.01%
9
1489
$945 ﹤0.01%
32
-20
1490
$943 ﹤0.01%
9
+6
1491
$940 ﹤0.01%
69
+42
1492
$939 ﹤0.01%
159
-846
1493
$939 ﹤0.01%
30
+3
1494
$938 ﹤0.01%
31
+8
1495
$937 ﹤0.01%
+54
1496
$936 ﹤0.01%
41
+27
1497
$933 ﹤0.01%
+94
1498
$932 ﹤0.01%
17
+14
1499
$931 ﹤0.01%
35
+14
1500
$931 ﹤0.01%
34
-9
58 59
60
61 62