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
2451
$34 ﹤0.01%
12
+5
2452
$33 ﹤0.01%
2
-33
2453
$33 ﹤0.01%
7
-176
2454
$33 ﹤0.01%
3
-8
2455
$33 ﹤0.01%
2
2456
$32 ﹤0.01%
5
+1
2457
$32 ﹤0.01%
10
+2
2458
$32 ﹤0.01%
20
+10
2459
$32 ﹤0.01%
5
-77
2460
$32 ﹤0.01%
+1
2461
$32 ﹤0.01%
+1
2462
$31 ﹤0.01%
1
-4
2463
$31 ﹤0.01%
2
2464
$31 ﹤0.01%
+15
2465
$31 ﹤0.01%
1
-270
2466
$31 ﹤0.01%
1
2467
$31 ﹤0.01%
2
2468
$31 ﹤0.01%
2
2469
$30 ﹤0.01%
12
-25
2470
$30 ﹤0.01%
3
-16
2471
$30 ﹤0.01%
3
2472
– –
-6
2473
$29 ﹤0.01%
2
-17
2474
$29 ﹤0.01%
1
-5
2475
$29 ﹤0.01%
3
-16
97 98
99
100 101