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
1201
$1.19K ﹤0.01%
49
1202
$1.19K ﹤0.01%
97
+90
1203
$1.19K ﹤0.01%
33
-49
1204
$1.19K ﹤0.01%
+15
1205
$1.19K ﹤0.01%
+70
1206
$1.18K ﹤0.01%
+1,096
1207
$1.18K ﹤0.01%
+28
1208
$1.18K ﹤0.01%
+134
1209
$1.18K ﹤0.01%
+318
1210
$1.18K ﹤0.01%
18
+15
1211
$1.18K ﹤0.01%
+41
1212
$1.18K ﹤0.01%
77
+74
1213
$1.17K ﹤0.01%
+34
1214
$1.17K ﹤0.01%
+16
1215
$1.17K ﹤0.01%
64
-6
1216
$1.17K ﹤0.01%
+70
1217
$1.17K ﹤0.01%
+9
1218
$1.16K ﹤0.01%
113
-6
1219
$1.16K ﹤0.01%
+48
1220
$1.16K ﹤0.01%
+9
1221
$1.16K ﹤0.01%
+9
1222
$1.15K ﹤0.01%
23
-50
1223
$1.15K ﹤0.01%
+13
1224
$1.14K ﹤0.01%
15
-3
1225
$1.13K ﹤0.01%
+68
47 48
49
50 51