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
1801
$438 ﹤0.01%
7
1802
$436 ﹤0.01%
127
-15
1803
$436 ﹤0.01%
20
-1
1804
$434 ﹤0.01%
12
-6
1805
$431 ﹤0.01%
9
1806
$429 ﹤0.01%
30
-224
1807
$428 ﹤0.01%
+53
1808
$427 ﹤0.01%
37
+32
1809
$424 ﹤0.01%
11
1810
$422 ﹤0.01%
7
1811
$422 ﹤0.01%
35
-15
1812
$421 ﹤0.01%
2
-3
1813
$419 ﹤0.01%
9
-394
1814
$419 ﹤0.01%
4
+2
1815
$419 ﹤0.01%
80
-4
1816
$418 ﹤0.01%
1
-14
1817
$418 ﹤0.01%
+14
1818
$416 ﹤0.01%
13
1819
$415 ﹤0.01%
30
-154
1820
$413 ﹤0.01%
15
-91
1821
$409 ﹤0.01%
76
-374
1822
$408 ﹤0.01%
104
-1,751
1823
$408 ﹤0.01%
3
-53
1824
$407 ﹤0.01%
4
1825
$405 ﹤0.01%
12
71 72
73
74 75