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
1251
$1.04K ﹤0.01%
93
-1
1252
$1.02K ﹤0.01%
105
1253
$1.02K ﹤0.01%
28
-2
1254
$1.02K ﹤0.01%
+5
1255
$1.02K ﹤0.01%
+107
1256
$1.01K ﹤0.01%
14
-1
1257
$1.01K ﹤0.01%
12
1258
$1.01K ﹤0.01%
+98
1259
$1.01K ﹤0.01%
+155
1260
$1.01K ﹤0.01%
13
1261
$1.01K ﹤0.01%
+11
1262
$1.01K ﹤0.01%
9
-3
1263
$1.01K ﹤0.01%
81
+60
1264
$1K ﹤0.01%
34
+4
1265
$1K ﹤0.01%
31
+14
1266
$1K ﹤0.01%
+170
1267
$1K ﹤0.01%
+42
1268
$998 ﹤0.01%
+82
1269
$994 ﹤0.01%
8
+1
1270
$990 ﹤0.01%
+126
1271
$986 ﹤0.01%
165
+120
1272
$984 ﹤0.01%
+5
1273
$983 ﹤0.01%
+23
1274
$979 ﹤0.01%
+17
1275
$968 ﹤0.01%
+1,859
49 50
51
52 53