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
1576
$770 ﹤0.01%
2
1577
$765 ﹤0.01%
33
+8
1578
$763 ﹤0.01%
39
-818
1579
$758 ﹤0.01%
6
+1
1580
$756 ﹤0.01%
26
-53
1581
$754 ﹤0.01%
11
+2
1582
$752 ﹤0.01%
64
+54
1583
$749 ﹤0.01%
+26
1584
$749 ﹤0.01%
11
+5
1585
$746 ﹤0.01%
9
-129
1586
$744 ﹤0.01%
+94
1587
$743 ﹤0.01%
+37
1588
$739 ﹤0.01%
15
+1
1589
$738 ﹤0.01%
17
+2
1590
$737 ﹤0.01%
101
-49
1591
$737 ﹤0.01%
47
-264
1592
$735 ﹤0.01%
6
1593
$731 ﹤0.01%
1,018
+897
1594
$730 ﹤0.01%
25
+14
1595
$729 ﹤0.01%
15
-20
1596
$722 ﹤0.01%
6
-3
1597
$721 ﹤0.01%
7
-1
1598
$719 ﹤0.01%
37
+21
1599
$715 ﹤0.01%
13
+7
1600
$714 ﹤0.01%
357
+302
62 63
64
65 66