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
1426
$681 ﹤0.01%
+17
1427
$680 ﹤0.01%
+67
1428
$679 ﹤0.01%
552
+349
1429
$678 ﹤0.01%
148
-28
1430
$676 ﹤0.01%
+30
1431
$676 ﹤0.01%
+16
1432
$674 ﹤0.01%
+7
1433
$674 ﹤0.01%
15
+2
1434
$669 ﹤0.01%
+14
1435
$668 ﹤0.01%
12
+11
1436
$668 ﹤0.01%
8
-77
1437
$667 ﹤0.01%
+6
1438
$667 ﹤0.01%
+310
1439
$667 ﹤0.01%
+18
1440
$666 ﹤0.01%
14
-6
1441
$665 ﹤0.01%
+68
1442
$664 ﹤0.01%
14
-105
1443
$664 ﹤0.01%
+33
1444
$663 ﹤0.01%
8
+1
1445
$662 ﹤0.01%
+50
1446
$657 ﹤0.01%
+5
1447
$652 ﹤0.01%
+34
1448
$651 ﹤0.01%
9
-181
1449
$646 ﹤0.01%
115
+26
1450
$646 ﹤0.01%
+4
56 57
58
59 60