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
676
$5.18K ﹤0.01%
103
+83
677
$5.17K ﹤0.01%
+235
678
$5.17K ﹤0.01%
77
+18
679
$5.16K ﹤0.01%
288
680
$5.16K ﹤0.01%
25
+22
681
$5.16K ﹤0.01%
107
+60
682
$5.13K ﹤0.01%
63
+55
683
$5.12K ﹤0.01%
51
+38
684
$5.12K ﹤0.01%
17
+7
685
$5.08K ﹤0.01%
193
+24
686
$5.06K ﹤0.01%
379
-40
687
$5.04K ﹤0.01%
+170
688
$5.01K ﹤0.01%
107
+23
689
$5K ﹤0.01%
122
-1,110
690
$4.98K ﹤0.01%
158
+43
691
$4.97K ﹤0.01%
21
+12
692
$4.96K ﹤0.01%
532
+530
693
$4.87K ﹤0.01%
186
+145
694
$4.87K ﹤0.01%
11
+3
695
$4.83K ﹤0.01%
72
-32
696
$4.83K ﹤0.01%
109
+2
697
$4.8K ﹤0.01%
124
-1
698
$4.79K ﹤0.01%
+122
699
$4.79K ﹤0.01%
23
+5
700
$4.75K ﹤0.01%
22
+9
26 27
28
29 30