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
2051
$214 ﹤0.01%
4
-57
2052
$214 ﹤0.01%
51
+16
2053
$214 ﹤0.01%
23
-10
2054
$212 ﹤0.01%
58
+21
2055
$212 ﹤0.01%
30
-437
2056
$212 ﹤0.01%
+2
2057
$210 ﹤0.01%
176
+173
2058
$209 ﹤0.01%
+31
2059
$208 ﹤0.01%
6
-7
2060
$208 ﹤0.01%
50
-2
2061
$206 ﹤0.01%
+20
2062
$205 ﹤0.01%
20
+16
2063
$205 ﹤0.01%
59
-139
2064
$205 ﹤0.01%
33
+10
2065
$205 ﹤0.01%
53
+9
2066
$204 ﹤0.01%
9
2067
$204 ﹤0.01%
23
+20
2068
$203 ﹤0.01%
5
2069
$202 ﹤0.01%
+2
2070
$202 ﹤0.01%
12
+5
2071
$201 ﹤0.01%
76
+22
2072
$200 ﹤0.01%
6
-4
2073
$200 ﹤0.01%
24
-188
2074
$200 ﹤0.01%
16
-11
2075
$198 ﹤0.01%
1
-129
81 82
83
84 85