TA
TruWealth Advisors Portfolio holdings
AUM
$1.98B
1-Year Est. Return
15.27%
1 Year Est. Return
+15.27%
AUM
$1.82B
AUM Growth
+$159M
(+9.6%)
Holding
179
Top Buys
| 1 | +$14.7M | |
| 2 | +$11.9M | |
| 3 | +$10.2M | |
| 4 |
Synovus
SNV
|
+$9.64M |
| 5 |
Fidelity Enhanced International ETF
FENI
|
+$9M |
Top Sells
| 1 | +$48.5M | |
| 2 | +$36.7M | |
| 3 | +$14.4M | |
| 4 |
Chevron
CVX
|
+$12.2M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$759K |
Sector Composition
| 1 | Technology | 11.32% |
| 2 | Financials | 5.01% |
| 3 | Healthcare | 4.95% |
| 4 | Communication Services | 3.12% |
| 5 | Energy | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Ford
F
$47.4B
| $110K | 0.01% |
10,167
-1
|
|
||
177
UnitedHealth
UNH
$323B
| – | – |
-497
|
|
||
178
Lockheed Martin
LMT
$116B
| – | – |
-32,198
|
|
||
179
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
| – | – |
-11,851
|
|