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
326
$21.8K 0.01%
244
+147
327
$21.6K 0.01%
125
+59
328
$21.6K 0.01%
260
+241
329
$21.5K 0.01%
137
+21
330
$21.3K 0.01%
93
-141
331
$21K 0.01%
462
+189
332
$20.8K 0.01%
292
+35
333
$20.7K 0.01%
125
+40
334
$20.7K 0.01%
348
335
$20.7K 0.01%
+280
336
$20.6K 0.01%
11
+1
337
$20.5K 0.01%
176
+76
338
$20.5K 0.01%
61
-88
339
$20.4K 0.01%
560
+5
340
$20.3K 0.01%
57
+28
341
$20.2K 0.01%
35
+34
342
$20.1K 0.01%
313
-282
343
$20.1K 0.01%
83
+6
344
$20K 0.01%
790
+199
345
$19.9K 0.01%
306
+54
346
$19.8K 0.01%
111
+32
347
$19.8K 0.01%
207
-2
348
$19.8K 0.01%
271
+99
349
$19.7K 0.01%
1,008
-2,209
350
$19.7K 0.01%
400
12 13
14
15 16