TA
TrueWealth Advisors Portfolio holdings
AUM $338M
This Quarter Return
-1.17%
1 Year Return
+13.53%
3 Year Return
+39.74%
5 Year Return
–
10 Year Return
–
AUM
$304M
AUM Growth
+$4.88M (+2%)
Cap. Flow
+$9.4M
Cap. Flow % of AUM
3.09%
Top 10 Holdings %Top 10 Hldgs %
40.35%
Holding
240
New
18
Increased
85
Reduced
81
Closed
32
Top Buys
1 | $9.34M | |
2 | $3.04M | |
3 | $1.75M | |
4 | $1.61M | |
5 | $1.14M |
Top Sells
1 | $5.59M | |
2 | $1.86M | |
3 | $941K | |
4 | $898K | |
5 | $698K |
Sector Composition
1 | Financials | 4.43% |
2 | Technology | 3.92% |
3 | Industrials | 3.06% |
4 | Energy | 2.77% |
5 | Consumer Discretionary | 1.75% |