TWD
YOU icon

True Wealth Design’s Clear Secure YOU Stock Holding History

True Wealth Design’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.07K Buy
73
+37
+103% +$2.02K ﹤0.01% 1417
2026
Q1 		$1.74K Sell
36
-105
-74% -$4.18K ﹤0.01% 1604
2025
Q4 		$4.95K Buy
141
+126
+840% +$4.29K ﹤0.01% 1089
2025
Q3 		$501 Buy
+15
New +$497 ﹤0.01% 2005
2025
Q1 		– Sell
-35
Closed -$933 – 2691
2024
Q4 		$933 Sell
35
-108
-76% -$3.26K ﹤0.01% 963
2024
Q3 		$4.74K Buy
+143
New +$3.69K ﹤0.01% 563

Other funds holding YOU

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return