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
1876
$242 ﹤0.01%
+4
1877
$242 ﹤0.01%
+1
1878
$242 ﹤0.01%
10
-16
1879
$241 ﹤0.01%
+59
1880
$241 ﹤0.01%
3
-3
1881
$240 ﹤0.01%
+19
1882
$240 ﹤0.01%
+19
1883
$239 ﹤0.01%
+20
1884
$237 ﹤0.01%
17
-244
1885
$236 ﹤0.01%
+8
1886
$235 ﹤0.01%
+3
1887
$235 ﹤0.01%
+21
1888
$235 ﹤0.01%
+4
1889
$235 ﹤0.01%
25
-2
1890
$234 ﹤0.01%
+33
1891
$234 ﹤0.01%
+11
1892
$232 ﹤0.01%
+39
1893
$231 ﹤0.01%
+22
1894
$231 ﹤0.01%
+14
1895
$230 ﹤0.01%
+16
1896
$229 ﹤0.01%
+10
1897
$228 ﹤0.01%
+3
1898
$228 ﹤0.01%
+2
1899
$226 ﹤0.01%
12
+2
1900
$226 ﹤0.01%
+25
74 75
76
77 78