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
151
$66.4K 0.03%
1,307
+141
152
$66.2K 0.03%
291
-33
153
$65K 0.02%
648
+69
154
$63.9K 0.02%
484
+2
155
$63.4K 0.02%
577
+523
156
$63.3K 0.02%
224
+13
157
$62.2K 0.02%
809
-134
158
$61.1K 0.02%
337
-17
159
$60.6K 0.02%
1,394
+1,392
160
$59.5K 0.02%
1,142
+19
161
$59.4K 0.02%
348
162
$58K 0.02%
3,866
+1,583
163
$56.7K 0.02%
155
+7
164
$56.6K 0.02%
1,150
+8
165
$56.4K 0.02%
324
+17
166
$56.2K 0.02%
362
+291
167
$56.1K 0.02%
5,449
+286
168
$56.1K 0.02%
+1,689
169
$55.7K 0.02%
477
-32
170
$54.4K 0.02%
413
+28
171
$54.2K 0.02%
629
+7
172
$54K 0.02%
1,709
+936
173
$53.8K 0.02%
2,446
+2,408
174
$53.6K 0.02%
361
+302
175
$53.2K 0.02%
864
+565
5 6
7
8 9