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
1026
$1.91K ﹤0.01%
+18
1027
$1.9K ﹤0.01%
+40
1028
$1.9K ﹤0.01%
27
+5
1029
$1.9K ﹤0.01%
217
-530
1030
$1.89K ﹤0.01%
+94
1031
$1.88K ﹤0.01%
1,354
+715
1032
$1.88K ﹤0.01%
+10
1033
$1.87K ﹤0.01%
70
+40
1034
$1.87K ﹤0.01%
+15
1035
$1.85K ﹤0.01%
56
+10
1036
$1.85K ﹤0.01%
27
-19
1037
$1.85K ﹤0.01%
+3
1038
$1.84K ﹤0.01%
1,589
+1,246
1039
$1.83K ﹤0.01%
+29
1040
$1.82K ﹤0.01%
1,084
+458
1041
$1.82K ﹤0.01%
67
+33
1042
$1.81K ﹤0.01%
244
+49
1043
$1.81K ﹤0.01%
62
1044
$1.81K ﹤0.01%
93
+21
1045
$1.8K ﹤0.01%
20
+4
1046
$1.8K ﹤0.01%
31
+17
1047
$1.79K ﹤0.01%
328
+149
1048
$1.79K ﹤0.01%
302
+265
1049
$1.79K ﹤0.01%
+37
1050
$1.78K ﹤0.01%
+67
40 41
42
43 44