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
501
$9.11K ﹤0.01%
1,855
+1,803
502
$9.08K ﹤0.01%
184
+121
503
$9.04K ﹤0.01%
70
+16
504
$9.01K ﹤0.01%
34
+10
505
$9K ﹤0.01%
+422
506
$8.95K ﹤0.01%
38
-77
507
$8.94K ﹤0.01%
221
+168
508
$8.92K ﹤0.01%
184
-196
509
$8.87K ﹤0.01%
178
+163
510
$8.83K ﹤0.01%
39
+8
511
$8.81K ﹤0.01%
105
+100
512
$8.78K ﹤0.01%
208
+191
513
$8.76K ﹤0.01%
89
+53
514
$8.75K ﹤0.01%
119
+1
515
$8.73K ﹤0.01%
334
+326
516
$8.71K ﹤0.01%
+359
517
$8.62K ﹤0.01%
111
+102
518
$8.52K ﹤0.01%
+101
519
$8.51K ﹤0.01%
+58
520
$8.48K ﹤0.01%
157
+107
521
$8.47K ﹤0.01%
341
522
$8.45K ﹤0.01%
+222
523
$8.45K ﹤0.01%
53
+20
524
$8.41K ﹤0.01%
183
+133
525
$8.37K ﹤0.01%
319
+11
19 20
21
22 23