TWD

True Wealth Design Portfolio holdings

AUM $341M
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
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
2526
$27 ﹤0.01%
+7
2527
$27 ﹤0.01%
+2
2528
$27 ﹤0.01%
+16
2529
$27 ﹤0.01%
+2
2530
$27 ﹤0.01%
+3
2531
$27 ﹤0.01%
+46
2532
$27 ﹤0.01%
+55
2533
$26 ﹤0.01%
+9
2534
$26 ﹤0.01%
+4
2535
$26 ﹤0.01%
+20
2536
$26 ﹤0.01%
+6
2537
$26 ﹤0.01%
+21
2538
$26 ﹤0.01%
+16
2539
$25 ﹤0.01%
+1
2540
$25 ﹤0.01%
+8
2541
$25 ﹤0.01%
+1
2542
$25 ﹤0.01%
+11
2543
$25 ﹤0.01%
+8
2544
$25 ﹤0.01%
+5
2545
$25 ﹤0.01%
+12
2546
$25 ﹤0.01%
+28
2547
$25 ﹤0.01%
+2
2548
$25 ﹤0.01%
1
-6
2549
$25 ﹤0.01%
+3
2550
$25 ﹤0.01%
+2
100 101
102
103 104