TWD
True Wealth Design Portfolio holdings
AUM
$284M
1-Year Return
11.73%
This Quarter Return
+4.76%
1 Year Return
+11.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$22.4M
(+10%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
52.65%
Holding
900
New
97
Increased
217
Reduced
99
Closed
40
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.54M |
| 2 |
W.W. Grainger
GWW
|
$979K |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$926K |
| 4 |
TFI International
TFII
|
$921K |
| 5 |
Emcor
EME
|
$867K |
Sector Composition
| 1 | Technology | 5.43% |
| 2 | Consumer Discretionary | 4.03% |
| 3 | Healthcare | 3.58% |
| 4 | Industrials | 3.44% |
| 5 | Financials | 2.35% |
