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
2276
$79 ﹤0.01%
+8
2277
$79 ﹤0.01%
+16
2278
$79 ﹤0.01%
+1
2279
$78 ﹤0.01%
+2
2280
$78 ﹤0.01%
+17
2281
$78 ﹤0.01%
4
2282
$77 ﹤0.01%
+1
2283
$76 ﹤0.01%
+36
2284
$76 ﹤0.01%
26
-12
2285
$76 ﹤0.01%
+1
2286
$76 ﹤0.01%
2
2287
$76 ﹤0.01%
+1
2288
$76 ﹤0.01%
+17
2289
$75 ﹤0.01%
+27
2290
$74 ﹤0.01%
+2
2291
$74 ﹤0.01%
+6
2292
$73 ﹤0.01%
+2
2293
$73 ﹤0.01%
+1
2294
$73 ﹤0.01%
+13
2295
$72 ﹤0.01%
+37
2296
$72 ﹤0.01%
+7
2297
$72 ﹤0.01%
+17
2298
$72 ﹤0.01%
+2
2299
$72 ﹤0.01%
+14
2300
$72 ﹤0.01%
+1
90 91
92
93 94