TA

TruWealth Advisors Portfolio holdings

AUM $1.98B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Sells

1 +$11.9M
2 +$9.3M
3 +$8.86M
4
PYPL icon
PayPal
PYPL
+$5.73M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.37M

Sector Composition

1 Technology 8.24%
2 Healthcare 7.23%
3 Energy 4.67%
4 Financials 3.85%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$174K 0.01%
14,309
+506
152
-97,972
153
-162,338
154
-3,307
155
-2,373
156
-6,449
157
-8,236
158
-20,100
159
-8,124