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
1651
$619 ﹤0.01%
12
+7
1652
$619 ﹤0.01%
8
+4
1653
$617 ﹤0.01%
4
+1
1654
$615 ﹤0.01%
57
+9
1655
$615 ﹤0.01%
10
-4
1656
$612 ﹤0.01%
33
-125
1657
$610 ﹤0.01%
11
+4
1658
$609 ﹤0.01%
+46
1659
$609 ﹤0.01%
20
-1
1660
$609 ﹤0.01%
52
1661
$608 ﹤0.01%
+9
1662
$608 ﹤0.01%
74
-31
1663
$607 ﹤0.01%
11
+2
1664
$606 ﹤0.01%
21
+20
1665
$606 ﹤0.01%
177
-47
1666
$605 ﹤0.01%
16
+11
1667
$605 ﹤0.01%
5
1668
$603 ﹤0.01%
+9
1669
$601 ﹤0.01%
15
-7
1670
$600 ﹤0.01%
21
+13
1671
$599 ﹤0.01%
21
+5
1672
$598 ﹤0.01%
8
+2
1673
$598 ﹤0.01%
6
-2
1674
$597 ﹤0.01%
2
-13
1675
$596 ﹤0.01%
19
+10
65 66
67
68 69