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
$405M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$988K
3
+$908K
4
QRVO icon
Qorvo
QRVO
+$893K
5
JXN icon
Jackson Financial
JXN
+$877K

Top Sells

1
+$6.78M
2
+$1.22M
3
+$1.1M
4
EXP icon
Eagle Materials
EXP
+$990K
5
AYI icon
Acuity Brands
AYI
+$975K

Sector Composition

1 Technology 3.69%
2 Financials 2.34%
3 Healthcare 2.2%
4 Consumer Discretionary 1.73%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
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