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

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
376
$15.8K 0.01%
166
377
$15.8K 0.01%
403
-293
378
$15.7K 0.01%
50
+26
379
$15.7K 0.01%
175
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380
$15.6K 0.01%
471
+2
381
$15.5K 0.01%
86
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382
$15.5K 0.01%
159
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383
$15.4K 0.01%
361
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384
$15.3K 0.01%
601
+376
385
$15.3K 0.01%
274
+134
386
$15.3K 0.01%
+489
387
$15.2K 0.01%
420
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388
$15K 0.01%
123
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389
$15K 0.01%
382
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390
$15K 0.01%
27
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391
$14.9K 0.01%
56
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$14.9K 0.01%
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$14.9K 0.01%
27
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394
$14.8K 0.01%
89
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395
$14.8K 0.01%
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396
$14.7K 0.01%
25
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397
$14.7K 0.01%
+129
398
$14.7K 0.01%
749
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399
$14.6K 0.01%
42
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400
$14.5K 0.01%
48
+20