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
1876
$347 ﹤0.01%
43
+40
1877
$346 ﹤0.01%
20
-69
1878
$346 ﹤0.01%
7
1879
$344 ﹤0.01%
14
-13
1880
$344 ﹤0.01%
+14
1881
$341 ﹤0.01%
28
-54
1882
$341 ﹤0.01%
31
+15
1883
$339 ﹤0.01%
+30
1884
$339 ﹤0.01%
41
1885
$336 ﹤0.01%
24
+18
1886
$336 ﹤0.01%
14
-2
1887
$335 ﹤0.01%
10
+3
1888
$333 ﹤0.01%
11
1889
$331 ﹤0.01%
9
+2
1890
$331 ﹤0.01%
+80
1891
$330 ﹤0.01%
23
-14
1892
$330 ﹤0.01%
38
-15
1893
$329 ﹤0.01%
11
1894
$329 ﹤0.01%
7
-73
1895
$327 ﹤0.01%
169
+11
1896
$327 ﹤0.01%
+19
1897
$326 ﹤0.01%
16
-279
1898
$326 ﹤0.01%
14
-1
1899
$324 ﹤0.01%
11
-1
1900
$323 ﹤0.01%
+2
74 75
76
77 78