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
2351
$58 ﹤0.01%
35
-60
2352
$58 ﹤0.01%
4
-6
2353
$57 ﹤0.01%
21
-72
2354
$57 ﹤0.01%
1
2355
$57 ﹤0.01%
1
2356
$57 ﹤0.01%
+5
2357
$57 ﹤0.01%
2
2358
$57 ﹤0.01%
+15
2359
$56 ﹤0.01%
+4
2360
$55 ﹤0.01%
2
-6
2361
$55 ﹤0.01%
2
-8
2362
$54 ﹤0.01%
1
2363
$54 ﹤0.01%
11
-3
2364
$54 ﹤0.01%
57
+14
2365
$54 ﹤0.01%
5
+1
2366
$53 ﹤0.01%
1
-5
2367
$53 ﹤0.01%
20
+12
2368
$53 ﹤0.01%
1
-6
2369
$53 ﹤0.01%
9
-17
2370
$52 ﹤0.01%
11
-70
2371
$52 ﹤0.01%
2
2372
$52 ﹤0.01%
1
-10
2373
$52 ﹤0.01%
4
-3
2374
$51 ﹤0.01%
2
2375
$51 ﹤0.01%
4
-16
93 94
95
96 97