TWD

True Wealth Design Portfolio holdings

AUM $341M
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
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
126
$77.4K 0.03%
151
+132
127
$77.1K 0.03%
368
+85
128
$76.4K 0.03%
408
-269
129
$76K 0.03%
486
+193
130
$75.9K 0.03%
242
+160
131
$75.7K 0.03%
675
+69
132
$75.4K 0.03%
380
-30
133
$74.2K 0.03%
997
-541
134
$73.5K 0.03%
1,084
+1,039
135
$73.1K 0.03%
128
+1
136
$72.9K 0.03%
693
+116
137
$72.1K 0.03%
1,106
+54
138
$71.9K 0.03%
408
+325
139
$71.9K 0.03%
2,318
+75
140
$71.3K 0.03%
2,352
+1,136
141
$70.8K 0.03%
482
+33
142
$69.6K 0.03%
3,067
+214
143
$69.5K 0.03%
525
+124
144
$69.4K 0.03%
413
+75
145
$69.3K 0.03%
572
146
$67.7K 0.03%
250
147
$67.4K 0.03%
395
+157
148
$67.2K 0.03%
1,027
+535
149
$66.6K 0.03%
134
+1
150
$66.5K 0.03%
1,901
+827
4 5
6
7 8