Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | VIMEO INC | — | 216 | $2K | 0.00% | SOLD |
| 62 | ITRI | ITRON INC | Technology | 13 | $2K | — | SOLD |
| 63 | — | THE ODP CORP | — | 57 | $2K | — | SOLD |
| 64 | — | BERRY CORP | — | 416 | $2K | — | SOLD |
| 65 | — | METSERA INC | — | 30 | $2K | — | SOLD |
| 66 | HPP | HUDSON PAC PPTYS INC | Real Estate | 539 | $1K | — | SOLD |
| 67 | — | JAMES RIV GROUP LTD | — | 268 | $1K | — | SOLD |
| 68 | NMRA | NEUMORA THERAPEUTICS INC. | Healthcare | 815 | $1K | — | SOLD |
| 69 | PRDO | PERDOCEO ED CORP | Consumer Defensive | 37 | $1K | — | SOLD |
| 70 | — | INTERPUBLIC GROUP COS INC | — | 49 | $1K | — | SOLD |
| 71 | LMB | LIMBACH HLDGS INC | Industrials | 14 | $1K | — | SOLD |
| 72 | AVB | AVALONBAY CMNTYS INC | Real Estate | 7 | $1K | — | SOLD |
| 73 | WH | WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 16 | $1K | — | SOLD |
| 74 | INVA | INNOVIVA INC | Healthcare | 70 | $1K | — | SOLD |
| 75 | PRGO | PERRIGO CO PLC | Healthcare | 57 | $1K | — | SOLD |
| 76 | LPX | LOUISIANA PAC CORP | Basic Materials | 13 | $1K | — | SOLD |
| 77 | — | SURMODICS INC | — | 38 | $1K | — | SOLD |
| 78 | — | VITAL ENERGY INC | — | 67 | $1K | — | SOLD |
| 79 | BUR | BURFORD CAP LTD | Financial Services | 90 | $1K | — | SOLD |
| 80 | FDP | FRESH DEL MONTE PRODUCE INC | Consumer Defensive | 30 | $1K | — | 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%