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
2026
$231 ﹤0.01%
6
+4
2027
$230 ﹤0.01%
39
+17
2028
$230 ﹤0.01%
8
2029
$230 ﹤0.01%
+21
2030
$230 ﹤0.01%
6
-3
2031
$227 ﹤0.01%
70
+25
2032
$227 ﹤0.01%
+10
2033
$227 ﹤0.01%
9
-7
2034
$227 ﹤0.01%
+14
2035
$227 ﹤0.01%
21
+11
2036
$226 ﹤0.01%
24
-73
2037
$226 ﹤0.01%
17
-124
2038
$226 ﹤0.01%
1
2039
$226 ﹤0.01%
+16
2040
$225 ﹤0.01%
8
+6
2041
$224 ﹤0.01%
+11
2042
$224 ﹤0.01%
31
+8
2043
$220 ﹤0.01%
48
-188
2044
$220 ﹤0.01%
16
-162
2045
$219 ﹤0.01%
7
+2
2046
$219 ﹤0.01%
12
-82
2047
$218 ﹤0.01%
29
+13
2048
$217 ﹤0.01%
158
-46
2049
$217 ﹤0.01%
7
+4
2050
$215 ﹤0.01%
+36
80 81
82
83 84