TWD
True Wealth Design Portfolio holdings
AUM
$284M
This Quarter Return
-1.32%
1 Year Return
+11.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+0.64%)
Cap. Flow
+$6.41M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
86.39%
Holding
1,545
New
271
Increased
561
Reduced
322
Closed
195
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Industrials | 1.39% |
| 3 | Consumer Discretionary | 1.1% |
| 4 | Financials | 1.07% |
| 5 | Healthcare | 1.07% |
