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
276
$29.9K 0.01%
516
+313
277
$29.8K 0.01%
166
+50
278
$29.7K 0.01%
2,368
+2,334
279
$29.7K 0.01%
295
280
$29.5K 0.01%
2,081
-47
281
$29.3K 0.01%
299
-54
282
$29.2K 0.01%
2,737
+1,158
283
$28.7K 0.01%
201
+191
284
$28.2K 0.01%
52
285
$27.8K 0.01%
451
+203
286
$27.7K 0.01%
637
+28
287
$27.5K 0.01%
+607
288
$27.4K 0.01%
243
+18
289
$27.3K 0.01%
218
+13
290
$27.3K 0.01%
130
+4
291
$27.1K 0.01%
73
+62
292
$27.1K 0.01%
337
+31
293
$26.9K 0.01%
666
+18
294
$26.8K 0.01%
431
+35
295
$26.7K 0.01%
432
+419
296
$26.4K 0.01%
760
+8
297
$26.4K 0.01%
386
+104
298
$26.3K 0.01%
844
+45
299
$25.9K 0.01%
+2,319
300
$25.8K 0.01%
70
+60
10 11
12
13 14