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
2126
$162 ﹤0.01%
3
2127
$161 ﹤0.01%
+10
2128
$160 ﹤0.01%
5
2129
$160 ﹤0.01%
37
-59
2130
$159 ﹤0.01%
2
-1
2131
$159 ﹤0.01%
7
-1
2132
$158 ﹤0.01%
15
+3
2133
$157 ﹤0.01%
4
2134
$156 ﹤0.01%
85
-35
2135
$156 ﹤0.01%
26
+13
2136
$156 ﹤0.01%
2
-4
2137
$155 ﹤0.01%
11
2138
$154 ﹤0.01%
118
+93
2139
$154 ﹤0.01%
1
-1
2140
$154 ﹤0.01%
11
+7
2141
$153 ﹤0.01%
15
-45
2142
$153 ﹤0.01%
17
+11
2143
$150 ﹤0.01%
44
+14
2144
$150 ﹤0.01%
13
-8
2145
$150 ﹤0.01%
7
+3
2146
$149 ﹤0.01%
266
+211
2147
$149 ﹤0.01%
169
+94
2148
$148 ﹤0.01%
4
-1
2149
$147 ﹤0.01%
2
2150
$147 ﹤0.01%
5
84 85
86
87 88