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
2376
$51 ﹤0.01%
1
2377
$51 ﹤0.01%
5
+3
2378
$50 ﹤0.01%
+12
2379
$49 ﹤0.01%
2
-32
2380
$49 ﹤0.01%
5
-129
2381
$49 ﹤0.01%
13
2382
$49 ﹤0.01%
12
+2
2383
$49 ﹤0.01%
+2
2384
$49 ﹤0.01%
2
-7
2385
$48 ﹤0.01%
1
-13
2386
$48 ﹤0.01%
4
+2
2387
$48 ﹤0.01%
2
2388
$48 ﹤0.01%
2
-25
2389
$48 ﹤0.01%
1
-177
2390
$48 ﹤0.01%
60
-161
2391
$48 ﹤0.01%
1
-6
2392
$47 ﹤0.01%
1
-2
2393
$47 ﹤0.01%
22
+1
2394
$47 ﹤0.01%
+3
2395
$47 ﹤0.01%
4
+2
2396
$46 ﹤0.01%
1
2397
$46 ﹤0.01%
1
-13
2398
$46 ﹤0.01%
+4
2399
$46 ﹤0.01%
4
2400
$46 ﹤0.01%
5
-3
94 95
96
97 98