TWD

True Wealth Design Portfolio holdings

AUM $327M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,695
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$336K
3
+$298K
4
WOR icon
Worthington Enterprises
WOR
+$298K
5
WS icon
Worthington Steel
WS
+$160K

Top Sells

1
+$752K
2
+$608K
3
+$251K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$247K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$161K

Sector Composition

1 Technology 2.52%
2 Industrials 1.66%
3 Healthcare 1.31%
4 Financials 1.3%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.2K 0.02%
728
+54
227
$40.9K 0.02%
153
+9
228
$40.9K 0.02%
400
229
$40.9K 0.02%
708
+472
230
$40.8K 0.02%
+663
231
$40.6K 0.02%
275
-40
232
$40.6K 0.02%
971
-15
233
$40.3K 0.02%
163
+36
234
$40.1K 0.02%
1,367
+20
235
$40.1K 0.02%
804
+786
236
$40.1K 0.02%
1,437
+1,048
237
$39.8K 0.02%
2,860
-580
238
$39.6K 0.02%
1,051
+1,044
239
$39.5K 0.02%
1,156
+895
240
$39.5K 0.02%
1,748
+638
241
$39.4K 0.02%
127
+17
242
$39.3K 0.02%
841
+690
243
$38.7K 0.01%
183
+33
244
$37.9K 0.01%
1,330
+99
245
$37.9K 0.01%
1,289
+1,130
246
$37.6K 0.01%
6,072
+4,831
247
$36.7K 0.01%
220
+28
248
$36.5K 0.01%
625
249
$36.1K 0.01%
198
+6
250
$35.8K 0.01%
78
+14
8 9
10
11 12