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
1851
$380 ﹤0.01%
418
+322
1852
$379 ﹤0.01%
18
-26
1853
$378 ﹤0.01%
17
+13
1854
$376 ﹤0.01%
19
+9
1855
$375 ﹤0.01%
28
+8
1856
$374 ﹤0.01%
13
+12
1857
$373 ﹤0.01%
+7
1858
$369 ﹤0.01%
3
1859
$368 ﹤0.01%
7
-1
1860
$367 ﹤0.01%
21
1861
$366 ﹤0.01%
33
+14
1862
$365 ﹤0.01%
22
+2
1863
$365 ﹤0.01%
100
-29
1864
$364 ﹤0.01%
6
-12
1865
$363 ﹤0.01%
25
+13
1866
$363 ﹤0.01%
7
+4
1867
$362 ﹤0.01%
5
-9
1868
$358 ﹤0.01%
10
1869
$356 ﹤0.01%
12
-1
1870
$356 ﹤0.01%
41
-866
1871
$351 ﹤0.01%
54
-26
1872
$351 ﹤0.01%
45
+12
1873
$349 ﹤0.01%
28
-4
1874
$348 ﹤0.01%
11
1875
$347 ﹤0.01%
25
73 74
75
76 77