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
1101
$1.54K ﹤0.01%
+59
1102
$1.54K ﹤0.01%
26
+8
1103
$1.54K ﹤0.01%
+9
1104
$1.53K ﹤0.01%
+85
1105
$1.53K ﹤0.01%
10
+1
1106
$1.53K ﹤0.01%
175
+153
1107
$1.53K ﹤0.01%
64
-427
1108
$1.52K ﹤0.01%
19
+1
1109
$1.52K ﹤0.01%
+291
1110
$1.5K ﹤0.01%
+14
1111
$1.5K ﹤0.01%
+29
1112
$1.5K ﹤0.01%
+5
1113
$1.5K ﹤0.01%
+1,094
1114
$1.49K ﹤0.01%
383
-216
1115
$1.49K ﹤0.01%
17
-269
1116
$1.49K ﹤0.01%
214
+164
1117
$1.49K ﹤0.01%
13
-127
1118
$1.48K ﹤0.01%
+115
1119
$1.47K ﹤0.01%
+13
1120
$1.47K ﹤0.01%
+32
1121
$1.46K ﹤0.01%
+3
1122
$1.46K ﹤0.01%
+5
1123
$1.46K ﹤0.01%
+161
1124
$1.45K ﹤0.01%
46
+25
1125
$1.45K ﹤0.01%
3
-6
43 44
45
46 47