Truwealth Advisors, LLC
CIK Number: 0001834985
1.66B
Market Value
158
# of Holdings
10 months
Avg. Holding Period
76.07%
Win Rate
20.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 287.28 | -1.94% | 536K | +1.53% | 151.77M | 203.98 | 9.30% | |
| 2 | Janus Detroit S... | 50.69 | -0.44% | 2.49M | +5.72% | 126.89M | 50.23 | 7.77% | |
| 3 | Invesco Exch Tr... | 21.12 | +0.05% | 4.05M | +3.21% | 85.46M | 20.65 | 5.24% | |
| 4 | Ishares Tr | 384.47 | -2.57% | 220.25K | +2.26% | 82.68M | 263.99 | 5.07% | |
| 5 | Ishares Tr | 109.47 | -0.12% | 728.83K | +24.03% | 82.34M | 109.62 | 5.04% |
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