TL
TrueWealth LLC Portfolio holdings
AUM
$238M
1-Year Est. Return
2.94%
This Fund
S&P 500
1 Year Est. Return
+2.94%
AUM
$213M
AUM Growth
–
Holding
944
Top Buys
| 1 | +$61.7M | |
| 2 | +$5.99M | |
| 3 | +$5.91M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$5.34M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 32.53% |
| 2 | Industrials | 9.79% |
| 3 | Consumer Discretionary | 7.51% |
| 4 | Communication Services | 5.29% |
| 5 | Financials | 4.66% |