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
1176
$1.28K ﹤0.01%
121
+4
1177
$1.28K ﹤0.01%
32
+6
1178
$1.27K ﹤0.01%
102
+14
1179
$1.26K ﹤0.01%
14
-430
1180
$1.26K ﹤0.01%
8
1181
$1.26K ﹤0.01%
+43
1182
$1.26K ﹤0.01%
+8
1183
$1.25K ﹤0.01%
+340
1184
$1.25K ﹤0.01%
15
+11
1185
$1.25K ﹤0.01%
95
+16
1186
$1.25K ﹤0.01%
81
-4,476
1187
$1.25K ﹤0.01%
+51
1188
$1.25K ﹤0.01%
+67
1189
$1.24K ﹤0.01%
+17
1190
$1.24K ﹤0.01%
+5
1191
$1.23K ﹤0.01%
72
-24
1192
$1.23K ﹤0.01%
+36
1193
$1.22K ﹤0.01%
140
+28
1194
$1.21K ﹤0.01%
+7
1195
$1.21K ﹤0.01%
14
-12
1196
$1.21K ﹤0.01%
+47
1197
$1.21K ﹤0.01%
+11
1198
$1.21K ﹤0.01%
15
+4
1199
$1.2K ﹤0.01%
22
-143
1200
$1.2K ﹤0.01%
13
+9
46 47
48
49 50