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
176
$61.4K 0.02%
348
177
$61.1K 0.02%
1,128
+368
178
$60.3K 0.02%
1,252
+1,137
179
$59.3K 0.02%
299
+278
180
$59.3K 0.02%
587
+310
181
$59.2K 0.02%
1,148
+626
182
$58.9K 0.02%
449
+427
183
$58.8K 0.02%
447
+102
184
$58.7K 0.02%
200
+181
185
$58.1K 0.02%
94
186
$57.7K 0.02%
464
+31
187
$57.6K 0.02%
1,165
+15
188
$56.5K 0.02%
482
-90
189
$56.1K 0.02%
2,846
+2,287
190
$55.7K 0.02%
328
+4
191
$55.7K 0.02%
865
+759
192
$55.2K 0.02%
501
193
$54.8K 0.02%
246
+167
194
$54.5K 0.02%
185
+135
195
$54.2K 0.02%
153
+35
196
$53.7K 0.02%
6,338
+220
197
$53.4K 0.02%
430
+17
198
$53.3K 0.02%
596
+585
199
$53.2K 0.02%
268
-9
200
$52.3K 0.02%
595
+533
6 7
8
9 10