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
151
$73.4K 0.03%
616
-193
152
$72.2K 0.03%
176
+49
153
$71.8K 0.03%
718
+25
154
$71K 0.03%
703
+126
155
$70.2K 0.02%
522
+455
156
$69.9K 0.02%
883
+708
157
$69.9K 0.02%
673
+25
158
$69.9K 0.02%
6,903
+6,373
159
$69.4K 0.02%
339
-186
160
$68.6K 0.02%
1,223
+81
161
$68.2K 0.02%
662
+418
162
$67.9K 0.02%
122
-6
163
$67.7K 0.02%
1,622
+1,414
164
$66.2K 0.02%
646
+17
165
$65.3K 0.02%
1,506
+858
166
$65.3K 0.02%
268
+238
167
$64.8K 0.02%
952
-1,085
168
$64.5K 0.02%
1,505
-184
169
$62.7K 0.02%
402
+134
170
$62.2K 0.02%
232
+63
171
$62K 0.02%
233
-58
172
$61.8K 0.02%
273
173
$61.6K 0.02%
231
+7
174
$61.5K 0.02%
303
-247
175
$61.5K 0.02%
1,163
+328
5 6
7
8 9