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
2226
$107 ﹤0.01%
25
2227
$106 ﹤0.01%
4
2228
$106 ﹤0.01%
10
-13
2229
$104 ﹤0.01%
2
2230
$103 ﹤0.01%
10
+4
2231
$102 ﹤0.01%
16
-504
2232
$102 ﹤0.01%
4
+3
2233
$102 ﹤0.01%
1
-13
2234
$101 ﹤0.01%
1
-5
2235
$100 ﹤0.01%
1
2236
$100 ﹤0.01%
5
+3
2237
$100 ﹤0.01%
10
-28
2238
$100 ﹤0.01%
1
2239
$100 ﹤0.01%
67
+60
2240
$99 ﹤0.01%
11
+8
2241
$99 ﹤0.01%
5
2242
$98 ﹤0.01%
8
2243
$98 ﹤0.01%
+2
2244
$98 ﹤0.01%
1
2245
$98 ﹤0.01%
12
+6
2246
$97 ﹤0.01%
4
+2
2247
$96 ﹤0.01%
+9
2248
$96 ﹤0.01%
4
-2
2249
$95 ﹤0.01%
15
+2
2250
$94 ﹤0.01%
1
88 89
90
91 92