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
1601
$709 ﹤0.01%
427
-81
1602
$709 ﹤0.01%
7
-17
1603
$708 ﹤0.01%
25
+18
1604
$703 ﹤0.01%
743
+124
1605
$700 ﹤0.01%
191
-683
1606
$696 ﹤0.01%
5
-13
1607
$695 ﹤0.01%
66
-15
1608
$692 ﹤0.01%
6
1609
$691 ﹤0.01%
3
-187
1610
$689 ﹤0.01%
49
+9
1611
$688 ﹤0.01%
10
1612
$686 ﹤0.01%
145
+143
1613
$684 ﹤0.01%
330
+319
1614
$681 ﹤0.01%
18
1615
$680 ﹤0.01%
17
-2
1616
$679 ﹤0.01%
11
1617
$679 ﹤0.01%
60
+41
1618
$677 ﹤0.01%
151
+130
1619
$677 ﹤0.01%
4
+1
1620
$676 ﹤0.01%
17
-6
1621
$676 ﹤0.01%
220
+66
1622
$673 ﹤0.01%
3
1623
$672 ﹤0.01%
157
-17
1624
$669 ﹤0.01%
9
-2
1625
$668 ﹤0.01%
77
+55
63 64
65
66 67