Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | — | PERFORMANT HEALTHCARE INC | — | 9 | $70.0 | — | SOLD |
| 242 | TOWN | TOWNEBANK PORTSMOUTH VA | Financial Services | 2 | $70.0 | — | SOLD |
| 243 | CXT | CRANE NXT CO | Industrials | 1 | $68.0 | — | SOLD |
| 244 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 11 | $68.0 | — | SOLD |
| 245 | BYRN | BYRNA TECHNOLOGIES INC | Industrials | 3 | $67.0 | — | SOLD |
| 246 | CURB | CURBLINE PPTYS CORP | Real Estate | 3 | $67.0 | — | SOLD |
| 247 | BANR | BANNER CORP | Financial Services | 1 | $66.0 | — | SOLD |
| 248 | MRAM | EVERSPIN TECHNOLOGIES INC | Technology | 7 | $66.0 | — | SOLD |
| 249 | VIAV | VIAVI SOLUTIONS INC | Technology | 5 | $64.0 | — | SOLD |
| 250 | HCC | WARRIOR MET COAL INC | Energy | 1 | $64.0 | — | SOLD |
| 251 | ATKR | ATKORE INC | Industrials | 1 | $63.0 | — | SOLD |
| 252 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 1 | $63.0 | — | SOLD |
| 253 | — | TEGNA INC | — | 3 | $61.0 | — | SOLD |
| 254 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 1 | $59.0 | — | SOLD |
| 255 | RIOT | RIOT PLATFORMS INC | Financial Services | 3 | $58.0 | — | SOLD |
| 256 | RUM | RUMBLE INC | Technology | 8 | $58.0 | — | SOLD |
| 257 | CWEN | CLEARWAY ENERGY INC | Utilities | 2 | $57.0 | — | SOLD |
| 258 | NGVT | INGEVITY CORP | Basic Materials | 1 | $56.0 | — | SOLD |
| 259 | LFMD | LIFEMD INC | Healthcare | 8 | $55.0 | — | SOLD |
| 260 | TDW | TIDEWATER INC NEW | Energy | 1 | $54.0 | — | SOLD |
Sector Allocation
Technology
25.0%
Industrials
16.9%
Financial Services
13.2%
Consumer Cyclical
12.8%
Healthcare
11.7%
Consumer Defensive
4.8%
Communication Services
4.4%
Basic Materials
3.4%
Real Estate
2.7%
Energy
2.6%