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
2151
$146 ﹤0.01%
81
+1
2152
$146 ﹤0.01%
1
-1
2153
$146 ﹤0.01%
1
2154
$144 ﹤0.01%
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2155
$143 ﹤0.01%
+1
2156
$143 ﹤0.01%
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2157
$140 ﹤0.01%
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-9
2158
$140 ﹤0.01%
+51
2159
$139 ﹤0.01%
5
+1
2160
$139 ﹤0.01%
5
2161
$137 ﹤0.01%
4
-2
2162
$137 ﹤0.01%
7
2163
$136 ﹤0.01%
7
+1
2164
$135 ﹤0.01%
6
-5
2165
$135 ﹤0.01%
3
+2
2166
$134 ﹤0.01%
6
+1
2167
$134 ﹤0.01%
22
+7
2168
$133 ﹤0.01%
48
-82
2169
$133 ﹤0.01%
3
+2
2170
$133 ﹤0.01%
32
-137
2171
$132 ﹤0.01%
3
-41
2172
$132 ﹤0.01%
4
+2
2173
$132 ﹤0.01%
3
2174
$132 ﹤0.01%
1
-2
2175
$132 ﹤0.01%
1
-1
85 86
87
88 89