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
1076
$1.67K ﹤0.01%
46
+10
1077
$1.66K ﹤0.01%
+144
1078
$1.66K ﹤0.01%
+277
1079
$1.65K ﹤0.01%
22
-12
1080
$1.64K ﹤0.01%
68
+1
1081
$1.64K ﹤0.01%
47
+46
1082
$1.63K ﹤0.01%
7
+1
1083
$1.63K ﹤0.01%
600
1084
$1.62K ﹤0.01%
17
-1
1085
$1.62K ﹤0.01%
40
-6
1086
$1.61K ﹤0.01%
8
+4
1087
$1.61K ﹤0.01%
8
-6
1088
$1.6K ﹤0.01%
10
+6
1089
$1.6K ﹤0.01%
20
+3
1090
$1.6K ﹤0.01%
115
+16
1091
$1.59K ﹤0.01%
11
+4
1092
$1.59K ﹤0.01%
+102
1093
$1.59K ﹤0.01%
52
+48
1094
$1.58K ﹤0.01%
+7
1095
$1.58K ﹤0.01%
17
-288
1096
$1.58K ﹤0.01%
+1,017
1097
$1.58K ﹤0.01%
+48
1098
$1.57K ﹤0.01%
+16
1099
$1.57K ﹤0.01%
+153
1100
$1.55K ﹤0.01%
+20
42 43
44
45 46