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
351
$19.6K 0.01%
167
+142
352
$19.2K 0.01%
265
+145
353
$19.2K 0.01%
58
+55
354
$19.1K 0.01%
71
+3
355
$19K 0.01%
+316
356
$18.9K 0.01%
2,303
+2,053
357
$18.5K 0.01%
1,510
+78
358
$18.5K 0.01%
73
-1
359
$18.4K 0.01%
147
+134
360
$18K 0.01%
192
-43
361
$17.9K 0.01%
516
+187
362
$17.9K 0.01%
38
+20
363
$17.7K 0.01%
496
-20
364
$17.5K 0.01%
296
+90
365
$17.5K 0.01%
251
+49
366
$17.5K 0.01%
+301
367
$17.3K 0.01%
172
+130
368
$17.2K 0.01%
154
+12
369
$17K 0.01%
155
-91
370
$16.7K 0.01%
67
+25
371
$16.6K 0.01%
70
+44
372
$16.5K 0.01%
119
+27
373
$16.4K 0.01%
95
+49
374
$16.2K 0.01%
79
+58
375
$16.1K 0.01%
278
-18
13 14
15
16 17