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
1651
$393 ﹤0.01%
+19
1652
$393 ﹤0.01%
+13
1653
$392 ﹤0.01%
84
-12
1654
$388 ﹤0.01%
+8
1655
$387 ﹤0.01%
+14
1656
$387 ﹤0.01%
+4
1657
$386 ﹤0.01%
4
1658
$385 ﹤0.01%
5
+1
1659
$384 ﹤0.01%
38
-88
1660
$384 ﹤0.01%
+9
1661
$382 ﹤0.01%
14
-113
1662
$381 ﹤0.01%
49
-11
1663
$380 ﹤0.01%
+3
1664
$380 ﹤0.01%
+33
1665
$380 ﹤0.01%
+11
1666
$379 ﹤0.01%
+36
1667
$379 ﹤0.01%
33
-78
1668
$378 ﹤0.01%
+12
1669
$377 ﹤0.01%
+38
1670
$377 ﹤0.01%
11
+6
1671
$375 ﹤0.01%
+23
1672
$374 ﹤0.01%
27
-2
1673
$369 ﹤0.01%
+34
1674
$368 ﹤0.01%
+25
1675
$368 ﹤0.01%
+14
65 66
67
68 69