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TrueWealth Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 13.27%
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.51%
2 Technology 2.24%
3 Energy 2.15%
4 Consumer Discretionary 1.94%
5 Real Estate 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-49,829
127
-6,873
128
-12,204
129
-14,030