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
2276
$89 ﹤0.01%
12
+2
2277
$88 ﹤0.01%
7
-13
2278
$87 ﹤0.01%
+17
2279
$86 ﹤0.01%
69
-20
2280
$85 ﹤0.01%
9
-5
2281
$85 ﹤0.01%
4
2282
$84 ﹤0.01%
4
-7
2283
$84 ﹤0.01%
6
+1
2284
$84 ﹤0.01%
36
2285
$83 ﹤0.01%
17
-9
2286
$83 ﹤0.01%
32
-11
2287
$82 ﹤0.01%
1
-19
2288
$82 ﹤0.01%
1
-2
2289
$82 ﹤0.01%
2
2290
$82 ﹤0.01%
1
2291
$81 ﹤0.01%
6
+3
2292
$81 ﹤0.01%
4
-3
2293
$80 ﹤0.01%
8
+2
2294
$80 ﹤0.01%
+2
2295
$80 ﹤0.01%
9
2296
$80 ﹤0.01%
25
+8
2297
$79 ﹤0.01%
4
+1
2298
$78 ﹤0.01%
1
-6
2299
$78 ﹤0.01%
1
2300
$78 ﹤0.01%
+2
90 91
92
93 94