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
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1 +$554K
2 +$345K
3 +$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$23.5K 0.01%
205
+201
302
$23.5K 0.01%
245
-12,021
303
$23.5K 0.01%
177
+66
304
$23.4K 0.01%
+306
305
$23.4K 0.01%
+412
306
$23.3K 0.01%
+611
307
$23.1K 0.01%
118
+103
308
$22.9K 0.01%
+205
309
$22.9K 0.01%
+588
310
$22.7K 0.01%
156
+149
311
$22.4K 0.01%
184
+2
312
$22K 0.01%
+135
313
$21.8K 0.01%
351
+342
314
$21.8K 0.01%
+711
315
$21.5K 0.01%
+56
316
$21.5K 0.01%
+380
317
$21.4K 0.01%
+330
318
$21.1K 0.01%
112
+24
319
$20.8K 0.01%
516
320
$20.8K 0.01%
+231
321
$20.8K 0.01%
+551
322
$20.6K 0.01%
154
+145
323
$20.3K 0.01%
131
+124
324
$20.1K 0.01%
+97
325
$20K 0.01%
+466