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
776
$3.77K ﹤0.01%
102
+39
777
$3.77K ﹤0.01%
+151
778
$3.77K ﹤0.01%
124
+111
779
$3.74K ﹤0.01%
+82
780
$3.73K ﹤0.01%
62
+12
781
$3.71K ﹤0.01%
22
-45
782
$3.71K ﹤0.01%
123
+12
783
$3.69K ﹤0.01%
+808
784
$3.66K ﹤0.01%
12
+9
785
$3.65K ﹤0.01%
94
+18
786
$3.65K ﹤0.01%
+17
787
$3.65K ﹤0.01%
+130
788
$3.63K ﹤0.01%
35
+1
789
$3.63K ﹤0.01%
+57
790
$3.61K ﹤0.01%
+345
791
$3.61K ﹤0.01%
+136
792
$3.59K ﹤0.01%
81
+2
793
$3.59K ﹤0.01%
+61
794
$3.57K ﹤0.01%
+189
795
$3.56K ﹤0.01%
568
+460
796
$3.55K ﹤0.01%
+106
797
$3.54K ﹤0.01%
18
-89
798
$3.54K ﹤0.01%
+58
799
$3.53K ﹤0.01%
+80
800
$3.49K ﹤0.01%
+91
30 31
32
33 34