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TA
TrueWealth Advisors Portfolio holdings
AUM
$398M
1-Year Est. Return
16.5%
This Fund
S&P 500
1 Year Est. Return
+16.5%
AUM
$398M
AUM Growth
+$11.4M
(+2.9%)
Holding
251
Top Buys
| 1 | +$9.52M | |
| 2 | +$7.17M | |
| 3 | +$5.83M | |
| 4 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$3.96M |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$2.25M |
Top Sells
| 1 | +$4.62M | |
| 2 | +$4.16M | |
| 3 | +$3.82M | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$3.3M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
+$3.22M |
Sector Composition
| 1 | Financials | 3.8% |
| 2 | Industrials | 3.75% |
| 3 | Technology | 3.52% |
| 4 | Energy | 2.85% |
| 5 | Consumer Discretionary | 1.53% |
