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
1626
$667 ﹤0.01%
+38
1627
$666 ﹤0.01%
16
1628
$666 ﹤0.01%
96
-19
1629
$665 ﹤0.01%
+7
1630
$660 ﹤0.01%
+9
1631
$659 ﹤0.01%
23
-9
1632
$658 ﹤0.01%
11
1633
$656 ﹤0.01%
9
+5
1634
$656 ﹤0.01%
58
-86
1635
$656 ﹤0.01%
7
-8
1636
$654 ﹤0.01%
69
-167
1637
$651 ﹤0.01%
9
-304
1638
$643 ﹤0.01%
156
+147
1639
$638 ﹤0.01%
30
+4
1640
$636 ﹤0.01%
+74
1641
$636 ﹤0.01%
10
+3
1642
$635 ﹤0.01%
46
-2,814
1643
$634 ﹤0.01%
33
+29
1644
$630 ﹤0.01%
562
-359
1645
$625 ﹤0.01%
35
1646
$624 ﹤0.01%
35
-18
1647
$624 ﹤0.01%
+21
1648
$622 ﹤0.01%
7
+6
1649
$622 ﹤0.01%
54
+17
1650
$621 ﹤0.01%
150
-178
64 65
66
67 68