96. TruWealth Advisors

Rank: 96
Location: Metairie, LA
Total Assets: $1,697,533,184
ETF Assets: $640,844,416
Website: www.twadvisor.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 69
Total Value of All ETF Holdings: $640,844,416
Number of Issuers: 16
Number of Sectors: 24
  • Top 5 ETF Holdings
    1. VCSH: $95,891,066
    2. VTI: $86,403,290
    3. VUSB: $76,649,584
    4. GSY: $76,176,309
    5. BSCO: $33,036,512
  • Top 5 ETF Sectors
    1. Corporate Bonds
    2. Large Cap Growth Equities
    3. Government Bonds
    4. Small Cap Blend Equities
    5. Health & Biotech Equities
  • Top 5 ETF Issuers
    1. Vanguard
    2. Invesco
    3. iShares
    4. American Century
    5. State Street SPDR

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



< Prev
Back To List
Next >

For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.twadvisor.com 2023 Top 100 ETF Power Users