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
351
$16.3K 0.01%
+109
352
$16.2K 0.01%
166
353
$15.9K 0.01%
+1,432
354
$15.9K 0.01%
+324
355
$15.8K 0.01%
62
+55
356
$15.7K 0.01%
+10
357
$15.7K 0.01%
+112
358
$15.5K 0.01%
+555
359
$15.5K 0.01%
209
+193
360
$15.5K 0.01%
839
+693
361
$15.4K 0.01%
100
362
$15.3K 0.01%
+325
363
$15.3K 0.01%
76
+67
364
$15.2K 0.01%
109
+2
365
$15.2K 0.01%
100
366
$15K 0.01%
+494
367
$14.9K 0.01%
210
+140
368
$14.8K 0.01%
72
369
$14.8K 0.01%
+241
370
$14.7K 0.01%
+61
371
$14.5K 0.01%
65
-20
372
$14.5K 0.01%
389
+361
373
$14.4K 0.01%
+107
374
$14.4K 0.01%
+259
375
$14.3K 0.01%
+173