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
1726
$523 ﹤0.01%
+19
1727
$521 ﹤0.01%
10
+1
1728
$521 ﹤0.01%
17
1729
$518 ﹤0.01%
55
+7
1730
$516 ﹤0.01%
123
+105
1731
$514 ﹤0.01%
5
1732
$511 ﹤0.01%
14
+12
1733
$510 ﹤0.01%
1
1734
$509 ﹤0.01%
21
-728
1735
$508 ﹤0.01%
81
+32
1736
$507 ﹤0.01%
26
-55
1737
$506 ﹤0.01%
61
+59
1738
$505 ﹤0.01%
10
1739
$505 ﹤0.01%
48
1740
$505 ﹤0.01%
7
-51
1741
$504 ﹤0.01%
17
+14
1742
$503 ﹤0.01%
47
+22
1743
$502 ﹤0.01%
18
-185
1744
$501 ﹤0.01%
12
-61
1745
$501 ﹤0.01%
44
+41
1746
$499 ﹤0.01%
14
-1
1747
$498 ﹤0.01%
16
+3
1748
$497 ﹤0.01%
18
+4
1749
$495 ﹤0.01%
44
-4
1750
$493 ﹤0.01%
+124
68 69
70
71 72