TA
TrueWealth Advisors Portfolio holdings
AUM
$370M
1-Year Est. Return
13.27%
1 Year Est. Return
+13.27%
AUM
$338M
AUM Growth
+$33.4M
(+11%)
Holding
226
Top Buys
| 1 | +$2.3M | |
| 2 | +$1.53M | |
| 3 | +$1.28M | |
| 4 |
Innovative Industrial Properties
IIPR
|
+$973K |
| 5 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$931K |
Top Sells
| 1 | +$495K | |
| 2 | +$459K | |
| 3 | +$437K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$393K |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$360K |
Sector Composition
| 1 | Technology | 4.25% |
| 2 | Financials | 4.16% |
| 3 | Industrials | 3.65% |
| 4 | Energy | 2.66% |
| 5 | Consumer Discretionary | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Deckers Outdoor
DECK
$12.1B
| – | – |
-2,733
|
|