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
176
$52.9K 0.02%
626
+123
177
$52.6K 0.02%
94
-7
178
$51.9K 0.02%
393
+344
179
$51.9K 0.02%
166
+27
180
$51.4K 0.02%
182
+56
181
$50.1K 0.02%
290
182
$49.8K 0.02%
6,118
+853
183
$49.8K 0.02%
529
+526
184
$49.5K 0.02%
191
+121
185
$49.4K 0.02%
415
+206
186
$49.4K 0.02%
701
+688
187
$49.3K 0.02%
213
+10
188
$49.2K 0.02%
589
+38
189
$48.5K 0.02%
520
+250
190
$48.5K 0.02%
425
191
$47.8K 0.02%
3,264
+1,582
192
$47.8K 0.02%
542
+13
193
$47.7K 0.02%
2,456
+45
194
$47.3K 0.02%
2,994
+2,632
195
$46.9K 0.02%
701
-16
196
$46.5K 0.02%
501
197
$46.5K 0.02%
+835
198
$45.6K 0.02%
1,462
199
$45.4K 0.02%
1,571
+94
200
$45.3K 0.02%
273
-32
6 7
8
9 10