Truwealth Advisors, LLC

CIK Number: 0001834985

1.63B
Market Value
158
# of Holdings
10 months
Avg. Holding Period
73.62%
Win Rate
21.19%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Vanguard Index ...
291.67
+0.09% 536.00K +1.53% 151.77M 203.98 9.30%
2 Janus Detroit S...
50.74
-0.03% 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
404.51
+0.18% 220.25K +2.26% 82.68M 263.99 5.07%
5
Ishares Tr
106.03
+0.18% 728.83K +24.03% 82.34M 109.62 5.04%

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