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
301
$25.6K 0.01%
260
-165
302
$25.5K 0.01%
419
-778
303
$25.3K 0.01%
807
-65
304
$25.3K 0.01%
281
+115
305
$25.2K 0.01%
1,387
+1,293
306
$24.9K 0.01%
277
+104
307
$24.6K 0.01%
1,093
+143
308
$24.5K 0.01%
648
+526
309
$24.5K 0.01%
408
-182
310
$24.4K 0.01%
234
-48
311
$24.3K 0.01%
+393
312
$24.2K 0.01%
734
+1
313
$24.2K 0.01%
522
+152
314
$24K 0.01%
663
-357
315
$23.9K 0.01%
306
+124
316
$23.8K 0.01%
803
-159
317
$23.6K 0.01%
126
+125
318
$23.6K 0.01%
+137
319
$23.5K 0.01%
372
+19
320
$23.3K 0.01%
218
+217
321
$23.2K 0.01%
42
+32
322
$23K 0.01%
135
+32
323
$23K 0.01%
1,272
+1,235
324
$22.7K 0.01%
199
-9
325
$22.6K 0.01%
311
-57
11 12
13
14 15