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
2326
$69 ﹤0.01%
+2
2327
$69 ﹤0.01%
3
-7
2328
$68 ﹤0.01%
1
-1
2329
$67 ﹤0.01%
2
2330
$66 ﹤0.01%
22
+12
2331
$66 ﹤0.01%
20
2332
$65 ﹤0.01%
11
+1
2333
$65 ﹤0.01%
1
-1
2334
$65 ﹤0.01%
+1
2335
$65 ﹤0.01%
8
-113
2336
$64 ﹤0.01%
2
-9
2337
$63 ﹤0.01%
10
+2
2338
$63 ﹤0.01%
+1
2339
$63 ﹤0.01%
3
-5
2340
$63 ﹤0.01%
15
+1
2341
$62 ﹤0.01%
1
-5
2342
$62 ﹤0.01%
10
-4
2343
$62 ﹤0.01%
+5
2344
$61 ﹤0.01%
+2
2345
$61 ﹤0.01%
+5
2346
$61 ﹤0.01%
16
-16
2347
$61 ﹤0.01%
42
+9
2348
$60 ﹤0.01%
1
2349
$59 ﹤0.01%
1
-3
2350
$59 ﹤0.01%
54
+34
92 93
94
95 96