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
1501
$930 ﹤0.01%
75
-142
1502
$930 ﹤0.01%
38
-1,255
1503
$929 ﹤0.01%
23
-5
1504
$928 ﹤0.01%
66
-12
1505
$927 ﹤0.01%
49
+24
1506
$926 ﹤0.01%
4
+2
1507
$923 ﹤0.01%
103
-1,145
1508
$919 ﹤0.01%
4
+1
1509
$918 ﹤0.01%
17
-2
1510
$912 ﹤0.01%
10
1511
$909 ﹤0.01%
10
+9
1512
$906 ﹤0.01%
89
+53
1513
$906 ﹤0.01%
+18
1514
$896 ﹤0.01%
12
+1
1515
$895 ﹤0.01%
11
+7
1516
$888 ﹤0.01%
11
-38
1517
$888 ﹤0.01%
68
-2,013
1518
$878 ﹤0.01%
15
1519
$874 ﹤0.01%
26
+25
1520
$868 ﹤0.01%
141
+122
1521
$862 ﹤0.01%
147
-1
1522
$862 ﹤0.01%
40
+18
1523
$859 ﹤0.01%
64
-549
1524
$854 ﹤0.01%
+30
1525
$853 ﹤0.01%
4
59 60
61
62 63