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
2476
$34 ﹤0.01%
+10
2477
$34 ﹤0.01%
+2
2478
$34 ﹤0.01%
+4
2479
$34 ﹤0.01%
+2
2480
$33 ﹤0.01%
+6
2481
$33 ﹤0.01%
+2
2482
$33 ﹤0.01%
+8
2483
$33 ﹤0.01%
+1
2484
$33 ﹤0.01%
+17
2485
$33 ﹤0.01%
+2
2486
$33 ﹤0.01%
+23
2487
$33 ﹤0.01%
+1
2488
$33 ﹤0.01%
+3
2489
$33 ﹤0.01%
+2
2490
$33 ﹤0.01%
+15
2491
$32 ﹤0.01%
+29
2492
$32 ﹤0.01%
+1
2493
$32 ﹤0.01%
+15
2494
$32 ﹤0.01%
+22
2495
$32 ﹤0.01%
56
+44
2496
$32 ﹤0.01%
+52
2497
$32 ﹤0.01%
+2
2498
$32 ﹤0.01%
+85
2499
$32 ﹤0.01%
18
-48
2500
$32 ﹤0.01%
+1
98 99
100
101 102