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
251
$35.8K 0.01%
1,293
+1,251
252
$35.6K 0.01%
754
-342
253
$34.8K 0.01%
+3,910
254
$34.6K 0.01%
69
+57
255
$34.4K 0.01%
2,896
-1,368
256
$34.2K 0.01%
73
257
$34.2K 0.01%
477
+75
258
$33.9K 0.01%
469
+47
259
$33.8K 0.01%
2,589
+8
260
$33.3K 0.01%
2,194
-2,989
261
$33.1K 0.01%
290
+29
262
$32.3K 0.01%
2,780
+2,711
263
$32.1K 0.01%
1,429
+72
264
$32K 0.01%
222
-51
265
$31.9K 0.01%
+618
266
$31.6K 0.01%
111
+13
267
$31.6K 0.01%
458
+101
268
$31.4K 0.01%
315
+249
269
$31.2K 0.01%
383
+85
270
$31.1K 0.01%
620
+216
271
$30.4K 0.01%
1,089
-496
272
$30.3K 0.01%
822
-3,268
273
$30.1K 0.01%
89
+6
274
$30K 0.01%
+5,480
275
$29.9K 0.01%
240
9 10
11
12 13