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
1051
$1.78K ﹤0.01%
34
-57
1052
$1.78K ﹤0.01%
48
1053
$1.78K ﹤0.01%
+11
1054
$1.78K ﹤0.01%
3
1055
$1.77K ﹤0.01%
21
+7
1056
$1.76K ﹤0.01%
33
+4
1057
$1.75K ﹤0.01%
+69
1058
$1.74K ﹤0.01%
23
-143
1059
$1.73K ﹤0.01%
88
-41
1060
$1.72K ﹤0.01%
60
-991
1061
$1.72K ﹤0.01%
89
-183
1062
$1.72K ﹤0.01%
+35
1063
$1.72K ﹤0.01%
10
+3
1064
$1.71K ﹤0.01%
36
+11
1065
$1.71K ﹤0.01%
+94
1066
$1.71K ﹤0.01%
7
-94
1067
$1.7K ﹤0.01%
+81
1068
$1.7K ﹤0.01%
6
-41
1069
$1.69K ﹤0.01%
36
+29
1070
$1.68K ﹤0.01%
+158
1071
$1.68K ﹤0.01%
52
1072
$1.67K ﹤0.01%
16
-274
1073
$1.67K ﹤0.01%
8
+3
1074
$1.67K ﹤0.01%
7
-225
1075
$1.67K ﹤0.01%
81
-1,013
41 42
43
44 45