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
401
$14.2K 0.01%
127
-2
402
$14.1K 0.01%
+633
403
$14.1K 0.01%
+443
404
$13.8K 0.01%
136
-12
405
$13.7K 0.01%
90
+3
406
$13.4K 0.01%
17
+6
407
$13.3K 0.01%
50
+45
408
$13.2K 0.01%
149
-1
409
$13.2K 0.01%
207
-2
410
$13.1K 0.01%
179
-29
411
$13.1K 0.01%
56
-251
412
$13K 0.01%
+259
413
$12.9K ﹤0.01%
254
+70
414
$12.9K ﹤0.01%
82
+3
415
$12.9K ﹤0.01%
216
-5
416
$12.9K ﹤0.01%
27
+17
417
$12.7K ﹤0.01%
107
418
$12.6K ﹤0.01%
+196
419
$12.6K ﹤0.01%
98
-191
420
$12.5K ﹤0.01%
37
+32
421
$12.3K ﹤0.01%
453
+266
422
$12.3K ﹤0.01%
+72
423
$12.2K ﹤0.01%
232
+29
424
$12.1K ﹤0.01%
+365
425
$12K ﹤0.01%
+135
15 16
17
18 19