True Wealth Financial Partners Portfolio Holdings by Sector
True Wealth Financial Partners
- $164 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VWO VBR VAW VOO VEU VNQ VO VDE 14 stocks |
$159,829
97.35% of portfolio
|
7
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,720
1.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,213
0.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$414
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|