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
201
$45.1K 0.02%
1,776
+1,749
202
$44.9K 0.02%
+277
203
$44.8K 0.02%
169
+48
204
$44.7K 0.02%
238
+49
205
$44.6K 0.02%
146
+11
206
$44.5K 0.02%
+120
207
$44.1K 0.02%
268
+245
208
$44K 0.02%
323
+7
209
$43.7K 0.02%
995
+87
210
$43.6K 0.02%
927
-370
211
$43.4K 0.02%
179
+29
212
$43.4K 0.02%
612
+36
213
$43.1K 0.02%
186
+24
214
$42.9K 0.02%
1,615
+376
215
$42.6K 0.02%
873
-13
216
$42.5K 0.02%
254
+71
217
$42.4K 0.02%
433
+10
218
$42K 0.02%
478
-21
219
$42K 0.02%
138
-120
220
$41.9K 0.02%
330
+259
221
$41.9K 0.02%
3,956
+3,276
222
$41.8K 0.02%
190
-362
223
$41.3K 0.02%
345
-34
224
$41.3K 0.02%
576
+160
225
$41.3K 0.02%
118
+71
7 8
9
10 11