TA
TrueWealth Advisors Portfolio holdings
AUM
$370M
1-Year Est. Return
13.27%
1 Year Est. Return
+13.27%
AUM
$370M
AUM Growth
+$31.8M
(+9.4%)
Holding
233
Top Buys
| 1 | +$6.08M | |
| 2 | +$5.1M | |
| 3 | +$3.84M | |
| 4 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$959K |
| 5 |
Celestica
CLS
|
+$920K |
Top Sells
| 1 | +$3.22M | |
| 2 | +$3.08M | |
| 3 | +$1.7M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$1.15M |
| 5 |
Palantir
PLTR
|
+$1.03M |
Sector Composition
| 1 | Technology | 4.61% |
| 2 | Financials | 4.54% |
| 3 | Industrials | 3.44% |
| 4 | Energy | 2.53% |
| 5 | Consumer Discretionary | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Intuitive Surgical
ISRG
$191B
| – | – |
-1,138
|
|
||
227
iShares Core S&P Small-Cap ETF
IJR
$85.7B
| – | – |
-2,485
|
|
||
228
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.97B
| – | – |
-1,494
|
|
||
229
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| – | – |
-10,500
|
|
||
230
CrowdStrike
CRWD
$137B
| – | – |
-430
|
|
||
231
Copart
CPRT
$41.1B
| – | – |
-4,085
|
|
||
232
American Express
AXP
$247B
| – | – |
-758
|
|
||
233
Axon Enterprise
AXON
$59.6B
| – | – |
-1,110
|
|