Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | YEXT | YEXT INC | Technology | 271 | $2K | 0.00% | SOLD |
| 82 | — | INDIVIOR PLC | — | 59 | $2K | 0.00% | SOLD |
| 83 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 11 | $2K | 0.00% | SOLD |
| 84 | BBW | BUILD-A-BEAR WORKSHOP INC | Consumer Cyclical | 31 | $2K | 0.00% | SOLD |
| 85 | NUS | NU SKIN ENTERPRISES INC | Consumer Defensive | 197 | $2K | 0.00% | SOLD |
| 86 | NTGR | NETGEAR INC | Technology | 73 | $2K | 0.00% | SOLD |
| 87 | NATL | NCR ATLEOS CORPORATION | Technology | 45 | $2K | 0.00% | SOLD |
| 88 | KW | KENNEDY-WILSON HOLDINGS INC | Real Estate | 174 | $2K | — | SOLD |
| 89 | SCSC | SCANSOURCE INC | Technology | 41 | $2K | — | SOLD |
| 90 | SNCY | SUN CTRY AIRLS HLDGS INC | Industrials | 109 | $2K | — | SOLD |
| 91 | — | ONESTREAM INC | — | 85 | $2K | — | SOLD |
| 92 | — | OLYMPIC STEEL INC | — | 36 | $2K | — | SOLD |
| 93 | — | VENTYX BIOSCIENCES INC | — | 165 | $1K | — | SOLD |
| 94 | QFIN | QFIN HOLDINGS INC | Financial Services | 77 | $1K | — | SOLD |
| 95 | OIH | VANECK ETF TRUST | — | 5 | $1K | — | SOLD |
| 96 | VIPS | VIPSHOP HLDGS LTD | Consumer Cyclical | 76 | $1K | — | SOLD |
| 97 | PJT | PJT PARTNERS INC | Financial Services | 8 | $1K | — | SOLD |
| 98 | GPGI | COMPOSECURE INC | Industrials | 62 | $1K | — | SOLD |
| 99 | AMWD | AMERICAN WOODMARK CORPORATIO | Consumer Cyclical | 20 | $1K | — | SOLD |
| 100 | — | AVIDITY BIOSCIENCES INC | — | 15 | $1K | — | 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%