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
1776
$463 ﹤0.01%
31
+2
1777
$461 ﹤0.01%
+4
1778
$461 ﹤0.01%
15
-1
1779
$458 ﹤0.01%
118
-265
1780
$458 ﹤0.01%
17
+14
1781
$458 ﹤0.01%
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$457 ﹤0.01%
+28
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$456 ﹤0.01%
6
-46
1784
$456 ﹤0.01%
+207
1785
$453 ﹤0.01%
8
1786
$453 ﹤0.01%
33
1787
$453 ﹤0.01%
5
+3
1788
$452 ﹤0.01%
15
+10
1789
$449 ﹤0.01%
8
1790
$449 ﹤0.01%
8
-298
1791
$448 ﹤0.01%
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1792
$448 ﹤0.01%
1
1793
$447 ﹤0.01%
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$445 ﹤0.01%
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$444 ﹤0.01%
29
-17
1796
$444 ﹤0.01%
44
+25
1797
$444 ﹤0.01%
16
+5
1798
$443 ﹤0.01%
4
1799
$442 ﹤0.01%
24
+22
1800
$440 ﹤0.01%
6
+1
70 71
72
73 74