TWD
True Wealth Design Portfolio holdings
AUM
$284M
This Quarter Return
+10.19%
1 Year Return
+11.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
–
Cap. Flow
+$216M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.76%
Holding
803
New
803
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 4.74% |
| 2 | Industrials | 4.66% |
| 3 | Technology | 4.3% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Financials | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Carnival PLC
CUK
$37.6B
| $14 | ﹤0.01% |
+2
| New | +$14 |
|
|
XM
802
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $10 | ﹤0.01% |
+1
| New | +$10 |
|
803
Palantir
PLTR
$367B
| $6 | ﹤0.01% |
+1
| New | +$6 |
|