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
2251
$94 ﹤0.01%
3
-3
2252
$94 ﹤0.01%
1
2253
$93 ﹤0.01%
+30
2254
$93 ﹤0.01%
3
-75
2255
$93 ﹤0.01%
1
2256
$93 ﹤0.01%
7
+3
2257
$93 ﹤0.01%
1
-13
2258
$92 ﹤0.01%
2
-24
2259
$92 ﹤0.01%
40
-724
2260
$92 ﹤0.01%
1
2261
$92 ﹤0.01%
17
-13
2262
$91 ﹤0.01%
17
2263
$91 ﹤0.01%
21
-29
2264
$91 ﹤0.01%
4
-20
2265
$91 ﹤0.01%
4
-5
2266
$90 ﹤0.01%
3
-1
2267
$90 ﹤0.01%
4
+2
2268
$90 ﹤0.01%
11
-4
2269
$90 ﹤0.01%
+5
2270
$90 ﹤0.01%
8
+3
2271
$90 ﹤0.01%
1
2272
$90 ﹤0.01%
1
2273
$89 ﹤0.01%
4
-63
2274
$89 ﹤0.01%
6
+2
2275
$89 ﹤0.01%
69
-4
89 90
91
92 93