TWD
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True Wealth Design’s Clearwater Analytics CWAN Stock Holding History

True Wealth Design’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$549 Buy
25
+23
+1,150% +$505 ﹤0.01% 1703
2025
Q1 		$54 Buy
+2
New +$54 ﹤0.01% 2362