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
2301
$77 ﹤0.01%
2
-11
2302
$77 ﹤0.01%
3
-11
2303
$76 ﹤0.01%
2
2304
$76 ﹤0.01%
1
2305
$76 ﹤0.01%
8
-214
2306
$76 ﹤0.01%
3
2307
$75 ﹤0.01%
1
2308
$74 ﹤0.01%
20
-14
2309
$74 ﹤0.01%
45
+19
2310
$74 ﹤0.01%
5
-4
2311
$74 ﹤0.01%
5
-48
2312
$74 ﹤0.01%
101
+85
2313
$73 ﹤0.01%
8
-56
2314
$73 ﹤0.01%
1
2315
$72 ﹤0.01%
+20
2316
$72 ﹤0.01%
+1
2317
$72 ﹤0.01%
+2
2318
$71 ﹤0.01%
85
+16
2319
$71 ﹤0.01%
24
2320
$71 ﹤0.01%
1
-7
2321
$71 ﹤0.01%
1
2322
$70 ﹤0.01%
1
2323
$70 ﹤0.01%
2
-8
2324
$70 ﹤0.01%
30
-102
2325
$70 ﹤0.01%
1
-9
91 92
93
94 95