Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | MAPS | WM TECHNOLOGY INC | Technology | 102 | $85.0 | — | SOLD |
| 282 | OMEX | ODYSSEY MARINE EXPL INC | Industrials | 42 | $83.0 | — | SOLD |
| 283 | — | STARZ ENTERTAINMENT CORP. | — | 7 | $82.0 | — | SOLD |
| 284 | AVBP | ARRIVENT BIOPHARMA INC | Healthcare | 4 | $81.0 | — | SOLD |
| 285 | — | DISC MEDICINE INC | — | 1 | $80.0 | — | SOLD |
| 286 | MCBS | METROCITY BANKSHARES INC | Financial Services | 3 | $80.0 | — | SOLD |
| 287 | XOMA | XOMA ROYALTY CORPORATION | Healthcare | 3 | $80.0 | — | SOLD |
| 288 | SMRT | SMARTRENT INC | Technology | 38 | $77.0 | — | SOLD |
| 289 | — | BLUE FOUNDRY BANCORP | — | 6 | $75.0 | — | SOLD |
| 290 | — | GREIF INC | — | 1 | $75.0 | — | SOLD |
| 291 | FET | FORUM ENERGY TECHNOLOGIES IN | Energy | 2 | $74.0 | — | SOLD |
| 292 | LOVE | LOVESAC COMPANY | Consumer Cyclical | 5 | $74.0 | — | SOLD |
| 293 | FBRT | FRANKLIN BSP RLTY TR INC | Real Estate | 7 | $71.0 | — | SOLD |
| 294 | GALT | GALECTIN THERAPEUTICS INC | Healthcare | 17 | $71.0 | — | SOLD |
| 295 | OLPX | OLAPLEX HLDGS INC | Consumer Cyclical | 52 | $70.0 | — | SOLD |
| 296 | ASIC | ATEGRITY SPECIALTY IN CO HO | Financial Services | 3 | $64.0 | — | SOLD |
| 297 | MBX | MBX BIOSCIENCES INC | Healthcare | 2 | $64.0 | — | SOLD |
| 298 | — | ON24 INC | — | 8 | $64.0 | — | SOLD |
| 299 | DCOM | DIME CMNTY BANCSHARES INC | Financial Services | 2 | $61.0 | — | SOLD |
| 300 | SNBR | SLEEP NUMBER CORP | Consumer Cyclical | 7 | $60.0 | — | SOLD |
Sector Allocation
Technology
24.3%
Industrials
17.4%
Financial Services
13.5%
Healthcare
11.0%
Consumer Cyclical
10.9%
Consumer Defensive
4.6%
Utilities
4.1%
Communication Services
4.1%
Real Estate
3.8%
Basic Materials
3.2%