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
1151
$1.37K ﹤0.01%
102
+46
1152
$1.37K ﹤0.01%
+10
1153
$1.37K ﹤0.01%
421
+176
1154
$1.37K ﹤0.01%
+46
1155
$1.36K ﹤0.01%
+11
1156
$1.36K ﹤0.01%
+30
1157
$1.34K ﹤0.01%
110
+108
1158
$1.33K ﹤0.01%
39
+23
1159
$1.33K ﹤0.01%
+94
1160
$1.32K ﹤0.01%
23
+17
1161
$1.32K ﹤0.01%
+173
1162
$1.32K ﹤0.01%
+24
1163
$1.31K ﹤0.01%
5
+2
1164
$1.31K ﹤0.01%
+17
1165
$1.31K ﹤0.01%
+25
1166
$1.3K ﹤0.01%
46
+41
1167
$1.3K ﹤0.01%
+14
1168
$1.3K ﹤0.01%
+2,279
1169
$1.3K ﹤0.01%
21
+5
1170
$1.3K ﹤0.01%
5
+3
1171
$1.3K ﹤0.01%
+384
1172
$1.3K ﹤0.01%
+19
1173
$1.29K ﹤0.01%
780
+772
1174
$1.29K ﹤0.01%
+39
1175
$1.28K ﹤0.01%
600
45 46
47
48 49