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
1526
$851 ﹤0.01%
8
1527
$850 ﹤0.01%
32
1528
$848 ﹤0.01%
+33
1529
$847 ﹤0.01%
+113
1530
$846 ﹤0.01%
51
+14
1531
$845 ﹤0.01%
+25
1532
$845 ﹤0.01%
2
1533
$844 ﹤0.01%
88
+72
1534
$842 ﹤0.01%
7
+4
1535
$840 ﹤0.01%
11
+4
1536
$837 ﹤0.01%
119
+107
1537
$837 ﹤0.01%
5
1538
$834 ﹤0.01%
3
1539
$828 ﹤0.01%
51
-13
1540
$828 ﹤0.01%
105
+71
1541
$826 ﹤0.01%
189
+117
1542
$825 ﹤0.01%
95
+91
1543
$823 ﹤0.01%
97
+20
1544
$816 ﹤0.01%
49
1545
$813 ﹤0.01%
15
1546
$812 ﹤0.01%
9
-3
1547
$812 ﹤0.01%
6
1548
$810 ﹤0.01%
+43
1549
$808 ﹤0.01%
7
1550
$807 ﹤0.01%
101
-477
60 61
62
63 64