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
1676
$595 ﹤0.01%
14
+6
1677
$593 ﹤0.01%
95
+78
1678
$592 ﹤0.01%
22
-10
1679
$592 ﹤0.01%
+204
1680
$586 ﹤0.01%
25
+18
1681
$584 ﹤0.01%
25
1682
$582 ﹤0.01%
58
-35
1683
$582 ﹤0.01%
2
1684
$579 ﹤0.01%
7
1685
$579 ﹤0.01%
1,122
-1,866
1686
$578 ﹤0.01%
126
+80
1687
$578 ﹤0.01%
5
-2
1688
$578 ﹤0.01%
13
1689
$576 ﹤0.01%
12
+4
1690
$575 ﹤0.01%
786
-2,812
1691
$570 ﹤0.01%
10
1692
$570 ﹤0.01%
931
-1,348
1693
$568 ﹤0.01%
36
+8
1694
$566 ﹤0.01%
21
1695
$565 ﹤0.01%
57
+8
1696
$564 ﹤0.01%
147
-96
1697
$563 ﹤0.01%
72
+39
1698
$556 ﹤0.01%
7
+1
1699
$555 ﹤0.01%
138
+111
1700
$554 ﹤0.01%
13
-9
66 67
68
69 70