TWD
True Wealth Design Portfolio holdings
AUM $263M
AUM
$263M
AUM Growth
+$4.82M (+2%)
Cap. Flow
+$5.89M
Cap. Flow % of AUM
2.24%
Top 10 Holdings %Top 10 Hldgs %
84.55%
Holding
2,695
New
1,345
Increased
808
Reduced
381
Closed
45
Top Buys
| 1 | $918K | |
| 2 | $336K | |
| 3 | $298K | |
| 4 | $298K | |
| 5 | $160K |
Top Sells
| 1 | $752K | |
| 2 | $608K | |
| 3 | $251K | |
| 4 | $247K | |
| 5 | $161K |
Sector Composition
| 1 | Technology | 2.53% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.19K | 0% | 47 | – | – | |||
| $1.19K | 0% | 97 +90 | +1,286% | +$1.11K | |||
| $1.19K | 0% | 33 -49 | -60% | -$1.77K | |||
| $1.19K | 0% | 15 | New | +$1.19K | |||
| $1.19K | 0% | 70 | New | +$1.19K | |||
| $1.18K | 0% | 1,096 | New | +$1.18K | |||
| $1.18K | 0% | 28 | New | +$1.18K | |||
| $1.18K | 0% | 134 | New | +$1.18K | |||
| $1.18K | 0% | 318 | New | +$1.18K | |||
| $1.18K | 0% | 18 +15 | +500% | +$981 | |||
| $1.18K | 0% | 41 | New | +$1.18K | |||
| $1.18K | 0% | 77 +74 | +2,467% | +$1.13K | |||
| $1.17K | 0% | 34 | New | +$1.17K | |||
| $1.17K | 0% | 16 | New | +$1.17K | |||
| $1.17K | 0% | 64 -6 | -9% | -$110 | |||
| $1.17K | 0% | 70 | New | +$1.17K | |||
| $1.17K | 0% | 9 | New | +$1.17K | |||
| $1.16K | 0% | 113 -6 | -5% | -$62 | |||
| $1.16K | 0% | 48 | New | +$1.16K | |||
| $1.16K | 0% | 9 | New | +$1.16K | |||
| $1.16K | 0% | 9 | New | +$1.16K | |||
| $1.15K | 0% | 23 -50 | -68% | -$2.5K | |||
| $1.15K | 0% | 13 | New | +$1.15K | |||
| $1.14K | 0% | 15 -3 | -17% | -$228 | |||
| $1.13K | 0% | 68 | New | +$1.13K |
