TWD
True Wealth Design Portfolio holdings
AUM
$284M
1-Year Return
11.73%
This Quarter Return
+8.26%
1 Year Return
+11.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$355M
AUM Growth
+$56.3M
(+19%)
Cap. Flow
+$31.8M
Cap. Flow
% of AUM
8.97%
Top 10 Holdings %
Top 10 Hldgs %
65.31%
Holding
816
New
46
Increased
174
Reduced
86
Closed
39
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$7.62M |
| 2 |
Logitech
LOGI
|
$1.17M |
| 3 |
CRH
CRH
|
$1.06M |
| 4 |
ASE Group
ASX
|
$990K |
| 5 |
Masco
MAS
|
$973K |
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Healthcare | 2.47% |
| 3 | Consumer Discretionary | 2.38% |
| 4 | Financials | 2.11% |
| 5 | Industrials | 1.92% |
