TFP
TrueWealth Financial Partners Portfolio holdings
AUM
$181M
1-Year Est. Return
8.54%
1 Year Est. Return
+8.54%
AUM
$181M
AUM Growth
+$15.7M
(+9.5%)
Holding
26
Top Buys
| 1 | +$6.91M | |
| 2 | +$3.81M | |
| 3 | +$3.74M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.6M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$2.42M |
Top Sells
| 1 | +$3.21M | |
| 2 | +$3.16M | |
| 3 | +$2.4M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.93M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.51M |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Consumer Discretionary | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Short-Term Bond ETF
BSV
$38.9B
| $209K | 0.12% |
+2,653
|
|