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TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
+$10.1M
2
+$9.75M
3
+$7.36M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$2.02M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.78M

Top Sells

1
+$22.6M
2
+$3.02M
3
+$2.44M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.98M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.64M

Sector Composition

1 Technology 2.94%
2 Industrials 1.93%
3 Consumer Discretionary 1.41%
4 Financials 1.31%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$289 ﹤0.01%
13
-56
1952
$289 ﹤0.01%
+52
1953
$288 ﹤0.01%
18
1954
$288 ﹤0.01%
290
+43
1955
$287 ﹤0.01%
9
1956
$287 ﹤0.01%
+333
1957
$286 ﹤0.01%
10
-7
1958
$286 ﹤0.01%
44
-114
1959
$285 ﹤0.01%
7
+2
1960
$285 ﹤0.01%
115
+65
1961
$285 ﹤0.01%
5
+1
1962
$284 ﹤0.01%
129
-1,460
1963
$284 ﹤0.01%
9
-97
1964
$284 ﹤0.01%
+7
1965
$283 ﹤0.01%
68
+59
1966
$282 ﹤0.01%
13
1967
$282 ﹤0.01%
8
-2
1968
$282 ﹤0.01%
8
1969
$281 ﹤0.01%
3
1970
$280 ﹤0.01%
20
-39
1971
$280 ﹤0.01%
15
1972
$277 ﹤0.01%
7
-6
1973
$277 ﹤0.01%
29
-8
1974
$276 ﹤0.01%
29
-81
1975
$275 ﹤0.01%
25
77 78
79
80 81