Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IWR | ISHARES TR | — | 245 | $24K | 0.01% | SOLD |
| 22 | PATH | UIPATH INC | Technology | 1,314 | $22K | 0.01% | SOLD |
| 23 | GTLS | CHART INDS INC | Industrials | 104 | $21K | 0.01% | SOLD |
| 24 | — | JAMF HLDG CORP | — | 1,585 | $21K | 0.01% | SOLD |
| 25 | TPH | TRI POINTE HOMES INC | Consumer Cyclical | 583 | $18K | 0.01% | SOLD |
| 26 | — | HOLOGIC INC | — | 202 | $15K | 0.00% | SOLD |
| 27 | KBR | KBR INC | Industrials | 352 | $14K | 0.00% | SOLD |
| 28 | — | CIVITAS RESOURCES INC | — | 477 | $13K | 0.00% | SOLD |
| 29 | — | REV GROUP INC | — | 212 | $13K | 0.00% | SOLD |
| 30 | — | SEALED AIR CORP NEW | — | 309 | $13K | 0.00% | SOLD |
| 31 | FOLD | AMICUS THERAPEUTICS INC | Healthcare | 893 | $13K | 0.00% | SOLD |
| 32 | USHY | ISHARES TR | — | 300 | $11K | 0.00% | SOLD |
| 33 | MASI | MASIMO CORP | Healthcare | 84 | $11K | 0.00% | SOLD |
| 34 | WGS | GENEDX HOLDINGS CORP | Healthcare | 81 | $11K | 0.00% | SOLD |
| 35 | — | EVENTBRITE INC | — | 2,268 | $10K | 0.00% | SOLD |
| 36 | — | HILLENBRAND INC | — | 313 | $10K | 0.00% | SOLD |
| 37 | — | ANYWHERE REAL ESTATE INC | — | 693 | $10K | 0.00% | SOLD |
| 38 | — | GUESS INC | — | 564 | $9K | 0.00% | SOLD |
| 39 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 216 | $8K | 0.00% | SOLD |
| 40 | UWMC | UWM HOLDINGS CORPORATION | Financial Services | 1,897 | $8K | 0.00% | 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%