TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
+$913K
2
+$354K
3
+$283K
4
WOR icon
Worthington Enterprises
WOR
+$250K
5
WS icon
Worthington Steel
WS
+$178K

Top Sells

1
+$792K
2
+$598K
3
+$268K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$256K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$158K

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%
+2
2527
$27 ﹤0.01%
+7
2528
$27 ﹤0.01%
+2
2529
$27 ﹤0.01%
+46
2530
$27 ﹤0.01%
+16
2531
$27 ﹤0.01%
+2
2532
$27 ﹤0.01%
+3
2533
$26 ﹤0.01%
+9
2534
$26 ﹤0.01%
+21
2535
$26 ﹤0.01%
+16
2536
$26 ﹤0.01%
+4
2537
$26 ﹤0.01%
+20
2538
$26 ﹤0.01%
+6
2539
$25 ﹤0.01%
+1
2540
$25 ﹤0.01%
+4
2541
$25 ﹤0.01%
+2
2542
$25 ﹤0.01%
+11
2543
$25 ﹤0.01%
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2544
$25 ﹤0.01%
+5
2545
$25 ﹤0.01%
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2546
$25 ﹤0.01%
+28
2547
$25 ﹤0.01%
+2
2548
$25 ﹤0.01%
+3
2549
$25 ﹤0.01%
+2
2550
$25 ﹤0.01%
+1
100 101
102
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