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
2426
$40 ﹤0.01%
1
2427
$39 ﹤0.01%
2
-14
2428
$39 ﹤0.01%
9
-32
2429
$39 ﹤0.01%
7
-47
2430
$39 ﹤0.01%
5
+1
2431
$39 ﹤0.01%
3
+1
2432
$38 ﹤0.01%
1
2433
$38 ﹤0.01%
5
-16
2434
$38 ﹤0.01%
2
2435
$38 ﹤0.01%
1
-46
2436
$37 ﹤0.01%
1
-292
2437
$37 ﹤0.01%
1
-1
2438
$37 ﹤0.01%
1
-1
2439
$37 ﹤0.01%
46
+30
2440
$37 ﹤0.01%
1
2441
$36 ﹤0.01%
+1
2442
$36 ﹤0.01%
5
-3
2443
$36 ﹤0.01%
9
-7
2444
$35 ﹤0.01%
4
-27
2445
$35 ﹤0.01%
+6
2446
$35 ﹤0.01%
15
-26
2447
$34 ﹤0.01%
24
+7
2448
$34 ﹤0.01%
37
+21
2449
$34 ﹤0.01%
1
2450
$34 ﹤0.01%
+1
96 97
98
99 100