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
1751
$492 ﹤0.01%
4
-2
1752
$491 ﹤0.01%
11
+3
1753
$491 ﹤0.01%
85
-4
1754
$490 ﹤0.01%
16
1755
$487 ﹤0.01%
6
1756
$487 ﹤0.01%
94
1757
$487 ﹤0.01%
13
1758
$486 ﹤0.01%
188
+167
1759
$486 ﹤0.01%
+86
1760
$486 ﹤0.01%
2
1761
$485 ﹤0.01%
4
1762
$484 ﹤0.01%
5
+1
1763
$483 ﹤0.01%
2
+1
1764
$482 ﹤0.01%
18
+5
1765
$480 ﹤0.01%
23
1766
$479 ﹤0.01%
7
1767
$477 ﹤0.01%
6
1768
$476 ﹤0.01%
7
-3
1769
$475 ﹤0.01%
5
1770
$468 ﹤0.01%
14
+6
1771
$467 ﹤0.01%
10
-14
1772
$466 ﹤0.01%
26
-3
1773
$464 ﹤0.01%
3
1774
$463 ﹤0.01%
+18
1775
$463 ﹤0.01%
40
-10
69 70
71
72 73