Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | APLE | APPLE HOSPITALITY REIT INC | Real Estate | 288 | $3K | 0.00% | SOLD |
| 62 | KBH | KB HOME | Consumer Cyclical | 59 | $3K | 0.00% | SOLD |
| 63 | EHAB | ENHABIT INC | Healthcare | 352 | $3K | 0.00% | SOLD |
| 64 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 44 | $3K | 0.00% | SOLD |
| 65 | MCW | MISTER CAR WASH INC | Consumer Cyclical | 567 | $3K | 0.00% | SOLD |
| 66 | — | CIDARA THERAPEUTICS INC | — | 14 | $3K | 0.00% | SOLD |
| 67 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 126 | $3K | 0.00% | SOLD |
| 68 | — | COMERICA INC | — | 34 | $3K | 0.00% | SOLD |
| 69 | HTBK | HERITAGE COMM CORP | Financial Services | 242 | $3K | 0.00% | SOLD |
| 70 | — | DENNYS CORP | — | 460 | $3K | 0.00% | SOLD |
| 71 | THR | THERMON GROUP HLDGS INC | Industrials | 77 | $3K | 0.00% | SOLD |
| 72 | UFPI | UFP INDUSTRIES INC | Basic Materials | 31 | $3K | 0.00% | SOLD |
| 73 | TPG | TPG INC | Financial Services | 44 | $3K | 0.00% | SOLD |
| 74 | ATHM | AUTOHOME INC | Communication Services | 123 | $3K | 0.00% | SOLD |
| 75 | EAT | BRINKER INTL INC | Consumer Cyclical | 19 | $3K | 0.00% | SOLD |
| 76 | VRE | VERIS RESIDENTIAL INC | Real Estate | 169 | $3K | 0.00% | SOLD |
| 77 | XPRO | EXPRO GROUP HOLDINGS NV | Energy | 180 | $2K | 0.00% | SOLD |
| 78 | DHIL | DIAMOND HILL INVT GROUP INC | Financial Services | 14 | $2K | 0.00% | SOLD |
| 79 | UDMY | UDEMY INC | Consumer Defensive | 394 | $2K | 0.00% | SOLD |
| 80 | MGRC | MCGRATH RENTCORP | Industrials | 21 | $2K | 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%