TFP
TrueWealth Financial Partners Portfolio holdings
AUM
$121M
1-Year Est. Return
12.38%
This Fund
S&P 500
1 Year Est. Return
+12.38%
AUM
$196M
AUM Growth
+$14.6M
(+8.1%)
Holding
26
Top Buys
| 1 | +$14.5M | |
| 2 | +$8.89M | |
| 3 | +$5.52M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$5.4M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$3.87M |
Top Sells
| 1 | +$7.8M | |
| 2 | +$6.19M | |
| 3 | +$4.69M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$4.46M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$3.87M |
Sector Composition
| 1 | Technology | 1.84% |
| 2 | Consumer Discretionary | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.05T
| – | – |
-2,312
|
|