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 | +$14M | |
| 2 | +$8.65M | |
| 3 | +$5.46M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$5.38M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$3.92M |
Top Sells
| 1 | +$7.54M | |
| 2 | +$6.14M | |
| 3 | +$4.65M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$4.36M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$3.86M |
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
$3.7T
| – | – |
-2,312
|
|