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
1551
$805 ﹤0.01%
133
-3
1552
$801 ﹤0.01%
22
1553
$801 ﹤0.01%
90
+19
1554
$801 ﹤0.01%
21
+16
1555
$799 ﹤0.01%
+38
1556
$798 ﹤0.01%
199
+166
1557
$797 ﹤0.01%
55
-388
1558
$796 ﹤0.01%
17
1559
$796 ﹤0.01%
9
1560
$795 ﹤0.01%
28
+23
1561
$795 ﹤0.01%
5
1562
$794 ﹤0.01%
18
1563
$793 ﹤0.01%
16
-17
1564
$791 ﹤0.01%
53
-603
1565
$784 ﹤0.01%
+56
1566
$781 ﹤0.01%
46
+3
1567
$780 ﹤0.01%
30
-21
1568
$780 ﹤0.01%
26
+18
1569
$779 ﹤0.01%
69
+46
1570
$779 ﹤0.01%
9
-84
1571
$778 ﹤0.01%
21
-340
1572
$778 ﹤0.01%
24
+3
1573
$775 ﹤0.01%
+50
1574
$773 ﹤0.01%
137
+129
1575
$773 ﹤0.01%
20
+4
61 62
63
64 65