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
1451
$644 ﹤0.01%
+2
1452
$635 ﹤0.01%
+34
1453
$635 ﹤0.01%
+80
1454
$630 ﹤0.01%
+77
1455
$630 ﹤0.01%
+49
1456
$630 ﹤0.01%
+64
1457
$627 ﹤0.01%
32
+14
1458
$622 ﹤0.01%
148
-44
1459
$622 ﹤0.01%
+3
1460
$621 ﹤0.01%
+3
1461
$620 ﹤0.01%
14
-1
1462
$619 ﹤0.01%
60
+17
1463
$619 ﹤0.01%
25
-580
1464
$618 ﹤0.01%
+11
1465
$618 ﹤0.01%
34
+11
1466
$613 ﹤0.01%
5
+2
1467
$612 ﹤0.01%
+4
1468
$611 ﹤0.01%
35
-17
1469
$609 ﹤0.01%
+22
1470
$608 ﹤0.01%
+25
1471
$608 ﹤0.01%
+42
1472
$608 ﹤0.01%
+9
1473
$608 ﹤0.01%
5
-7
1474
$604 ﹤0.01%
+35
1475
$603 ﹤0.01%
+21
57 58
59
60 61