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
2201
$117 ﹤0.01%
+14
2202
$117 ﹤0.01%
3
2203
$116 ﹤0.01%
1
2204
$116 ﹤0.01%
3
2205
$115 ﹤0.01%
13
-1
2206
$115 ﹤0.01%
4
2207
$113 ﹤0.01%
44
+34
2208
$113 ﹤0.01%
22
+5
2209
$113 ﹤0.01%
+3
2210
$113 ﹤0.01%
2
-45
2211
$112 ﹤0.01%
1
-29
2212
$112 ﹤0.01%
8
-13
2213
$112 ﹤0.01%
5
+3
2214
$112 ﹤0.01%
10
+4
2215
$112 ﹤0.01%
6
+1
2216
$111 ﹤0.01%
16
+6
2217
$111 ﹤0.01%
4
-15
2218
$111 ﹤0.01%
50
+29
2219
$111 ﹤0.01%
97
+70
2220
$110 ﹤0.01%
+1
2221
$108 ﹤0.01%
17
-176
2222
$108 ﹤0.01%
3
+2
2223
$107 ﹤0.01%
+1
2224
$107 ﹤0.01%
147
+135
2225
$107 ﹤0.01%
76
+58
87 88
89
90 91