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
201
$51.9K 0.02%
2,448
-8
202
$51.8K 0.02%
922
+302
203
$51.4K 0.02%
262
+19
204
$51.3K 0.02%
290
205
$51.2K 0.02%
152
+131
206
$50.4K 0.02%
180
+14
207
$48.8K 0.02%
213
+27
208
$48.7K 0.02%
451
+36
209
$48.2K 0.02%
1,462
210
$47.8K 0.02%
404
-21
211
$47.7K 0.02%
432
+409
212
$46.8K 0.02%
4,094
+830
213
$46.2K 0.02%
2,149
-297
214
$45.6K 0.02%
450
+232
215
$45.6K 0.02%
196
+13
216
$45.2K 0.02%
257
+181
217
$44.9K 0.02%
1,370
+3
218
$44.2K 0.02%
182
+3
219
$44.2K 0.02%
637
+25
220
$43.8K 0.02%
566
-298
221
$43.5K 0.02%
207
+191
222
$43K 0.02%
342
+316
223
$42.9K 0.02%
639
+566
224
$42.7K 0.02%
248
+155
225
$42.7K 0.02%
468
+420
7 8
9
10 11