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
2176
$131 ﹤0.01%
11
-162
2177
$131 ﹤0.01%
3
-4
2178
$131 ﹤0.01%
11
+8
2179
$131 ﹤0.01%
29
+12
2180
$130 ﹤0.01%
+4
2181
$130 ﹤0.01%
5
-3
2182
$129 ﹤0.01%
+1
2183
$129 ﹤0.01%
+104
2184
$128 ﹤0.01%
5
2185
$127 ﹤0.01%
+7
2186
$126 ﹤0.01%
3
2187
$126 ﹤0.01%
3
+1
2188
$126 ﹤0.01%
+10
2189
$123 ﹤0.01%
61
+8
2190
$123 ﹤0.01%
28
+25
2191
$121 ﹤0.01%
1
2192
$121 ﹤0.01%
14
-5
2193
$120 ﹤0.01%
192
+51
2194
$119 ﹤0.01%
7
-4
2195
$119 ﹤0.01%
10
-4
2196
$119 ﹤0.01%
+9
2197
$119 ﹤0.01%
56
+10
2198
$118 ﹤0.01%
7
+6
2199
$118 ﹤0.01%
4
2200
$117 ﹤0.01%
10
-73
86 87
88
89 90