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
1826
$402 ﹤0.01%
68
-10
1827
$402 ﹤0.01%
382
+287
1828
$400 ﹤0.01%
12
+5
1829
$400 ﹤0.01%
5
1830
$400 ﹤0.01%
11
+9
1831
$400 ﹤0.01%
+56
1832
$400 ﹤0.01%
+55
1833
$398 ﹤0.01%
115
+36
1834
$396 ﹤0.01%
18
1835
$396 ﹤0.01%
6
+4
1836
$392 ﹤0.01%
3
1837
$392 ﹤0.01%
55
+1
1838
$392 ﹤0.01%
6
+3
1839
$391 ﹤0.01%
23
-208
1840
$391 ﹤0.01%
13
+2
1841
$390 ﹤0.01%
5
-18
1842
$388 ﹤0.01%
7
1843
$384 ﹤0.01%
201
+187
1844
$384 ﹤0.01%
18
+14
1845
$384 ﹤0.01%
19
-373
1846
$383 ﹤0.01%
6
1847
$381 ﹤0.01%
21
+19
1848
$381 ﹤0.01%
84
+25
1849
$380 ﹤0.01%
5
-6
1850
$380 ﹤0.01%
106
+80
72 73
74
75 76