TWD
True Wealth Design Portfolio holdings
AUM
$360M
1-Year Est. Return
18.29%
This Fund
S&P 500
1 Year Est. Return
+18.29%
AUM
$341M
AUM Growth
+$13.9M
(+4.3%)
Holding
2,880
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.94M | |
| 3 | +$1.72M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.39M |
| 5 |
Vanguard Core Bond ETF
VCRB
|
+$718K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$818K | |
| 3 | +$758K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$386K |
| 5 |
Dimensional International High Profitability ETF
DIHP
|
+$322K |
Sector Composition
| 1 | Technology | 4.01% |
| 2 | Industrials | 2.66% |
| 3 | Financials | 2.12% |
| 4 | Consumer Discretionary | 2.1% |
| 5 | Healthcare | 1.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Limbach Holdings
LMB
$1.1B
| – | – |
-14
|
|
||
|
LNW
2877
DELISTED
Light & Wonder
LNW
| – | – |
-172
|
|
||
2878
LanzaTech
LNZA
$240M
| – | – |
-10
|
|
||
2879
Louisiana-Pacific
LPX
$4.94B
| – | – |
-13
|
|
||
|
LTC
2880
LTC Properties
LTC
$1.92B
| – | – |
-5
|
|