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
2626
$11 ﹤0.01%
+1
2627
$11 ﹤0.01%
+2
2628
$11 ﹤0.01%
+1
2629
$11 ﹤0.01%
+12
2630
$11 ﹤0.01%
2
-1,353
2631
$11 ﹤0.01%
+32
2632
$10 ﹤0.01%
+32
2633
$9 ﹤0.01%
+1
2634
$8 ﹤0.01%
+30
2635
$8 ﹤0.01%
+1
2636
– –
0
2637
$8 ﹤0.01%
+10
2638
$8 ﹤0.01%
+5
2639
$7 ﹤0.01%
+3
2640
$7 ﹤0.01%
+7
2641
$6 ﹤0.01%
+1
2642
$6 ﹤0.01%
+2
2643
$6 ﹤0.01%
+3
2644
$5 ﹤0.01%
+4
2645
$4 ﹤0.01%
+1
2646
$4 ﹤0.01%
+1
2647
$3 ﹤0.01%
1
2648
$3 ﹤0.01%
+3
2649
$3 ﹤0.01%
+2
2650
$3 ﹤0.01%
+1
104 105
106
107 108