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
876
$2.9K ﹤0.01%
3,598
-699
877
$2.89K ﹤0.01%
21
+11
878
$2.89K ﹤0.01%
43
+3
879
$2.88K ﹤0.01%
26
-418
880
$2.87K ﹤0.01%
12
881
$2.87K ﹤0.01%
193
-3
882
$2.86K ﹤0.01%
356
+274
883
$2.86K ﹤0.01%
40
+24
884
$2.86K ﹤0.01%
9
+2
885
$2.85K ﹤0.01%
71
+4
886
$2.85K ﹤0.01%
+56
887
$2.83K ﹤0.01%
+130
888
$2.82K ﹤0.01%
19
+6
889
$2.81K ﹤0.01%
+128
890
$2.81K ﹤0.01%
16
+15
891
$2.8K ﹤0.01%
11
+5
892
$2.79K ﹤0.01%
214
+12
893
$2.79K ﹤0.01%
127
+104
894
$2.77K ﹤0.01%
+76
895
$2.74K ﹤0.01%
32
+18
896
$2.73K ﹤0.01%
136
897
$2.73K ﹤0.01%
1,005
+846
898
$2.73K ﹤0.01%
+14
899
$2.73K ﹤0.01%
31
+26
900
$2.72K ﹤0.01%
+32
34 35
36
37 38