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
551
$7.58K ﹤0.01%
63
+53
552
$7.57K ﹤0.01%
+56
553
$7.57K ﹤0.01%
28
+25
554
$7.54K ﹤0.01%
+45
555
$7.51K ﹤0.01%
53
+33
556
$7.45K ﹤0.01%
51
+17
557
$7.44K ﹤0.01%
+26
558
$7.43K ﹤0.01%
128
+102
559
$7.4K ﹤0.01%
271
-381
560
$7.39K ﹤0.01%
36
+32
561
$7.37K ﹤0.01%
106
+91
562
$7.36K ﹤0.01%
89
563
$7.31K ﹤0.01%
348
-17
564
$7.26K ﹤0.01%
+170
565
$7.26K ﹤0.01%
33
+26
566
$7.22K ﹤0.01%
+41
567
$7.2K ﹤0.01%
31
+9
568
$7.18K ﹤0.01%
63
+44
569
$7.18K ﹤0.01%
+27
570
$7.12K ﹤0.01%
572
-6
571
$7.12K ﹤0.01%
612
+26
572
$7.09K ﹤0.01%
+58
573
$7.08K ﹤0.01%
+1,005
574
$7.05K ﹤0.01%
+134
575
$7.04K ﹤0.01%
+167
21 22
23
24 25