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
2401
$45 ﹤0.01%
31
+22
2402
$45 ﹤0.01%
1
2403
$45 ﹤0.01%
1
-3
2404
$45 ﹤0.01%
2
-2
2405
$45 ﹤0.01%
3
-7
2406
$44 ﹤0.01%
4
-64
2407
$44 ﹤0.01%
1
-18
2408
$44 ﹤0.01%
3
-8
2409
$44 ﹤0.01%
2
2410
$44 ﹤0.01%
1
2411
$43 ﹤0.01%
+2
2412
$43 ﹤0.01%
1
-7
2413
$42 ﹤0.01%
2
-18
2414
$42 ﹤0.01%
+25
2415
$42 ﹤0.01%
1
2416
$42 ﹤0.01%
3
-1
2417
$41 ﹤0.01%
35
+6
2418
$41 ﹤0.01%
6
-12
2419
$41 ﹤0.01%
1
2420
$40 ﹤0.01%
+2
2421
$40 ﹤0.01%
22
-188
2422
$40 ﹤0.01%
+6
2423
$40 ﹤0.01%
2
2424
$40 ﹤0.01%
24
-25
2425
$40 ﹤0.01%
+2
95 96
97
98 99