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
$216M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$46.7K 0.02%
+463
152
$43.9K 0.02%
+434
153
$42.6K 0.02%
+439
154
$42.1K 0.02%
+1,358
155
$41.9K 0.02%
+1,911
156
$41.9K 0.02%
+425
157
$41.9K 0.02%
+1,063
158
$41.6K 0.02%
+209
159
$39.1K 0.02%
+242
160
$38.8K 0.02%
+302
161
$38.1K 0.02%
+327
162
$38K 0.02%
+1,129
163
$36K 0.02%
+400
164
$34.5K 0.02%
+4,935
165
$34.1K 0.02%
+159
166
$33.4K 0.02%
+670
167
$33K 0.02%
+173
168
$32.9K 0.02%
+300
169
$32.4K 0.02%
+300
170
$31.6K 0.01%
+468
171
$30.6K 0.01%
+143
172
$30.2K 0.01%
+625
173
$29.8K 0.01%
+602
174
$28.6K 0.01%
+2,459
175
$27.7K 0.01%
+292