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
1701
$554 ﹤0.01%
+10
1702
$553 ﹤0.01%
18
1703
$549 ﹤0.01%
25
+23
1704
$549 ﹤0.01%
10
+7
1705
$548 ﹤0.01%
8
+1
1706
$545 ﹤0.01%
4
-2
1707
$544 ﹤0.01%
10
+5
1708
$542 ﹤0.01%
259
+249
1709
$541 ﹤0.01%
25
-7
1710
$541 ﹤0.01%
4
+1
1711
$541 ﹤0.01%
3
+2
1712
$535 ﹤0.01%
27
+9
1713
$533 ﹤0.01%
+93
1714
$531 ﹤0.01%
7
-8
1715
$531 ﹤0.01%
63
+55
1716
$531 ﹤0.01%
+78
1717
$529 ﹤0.01%
18
1718
$528 ﹤0.01%
24
+6
1719
$528 ﹤0.01%
4
+1
1720
$526 ﹤0.01%
6
-3
1721
$526 ﹤0.01%
62
-2
1722
$526 ﹤0.01%
+29
1723
$525 ﹤0.01%
+28
1724
$524 ﹤0.01%
57
+55
1725
$524 ﹤0.01%
3
67 68
69
70 71