TWP

Total Wealth Planning Portfolio holdings

AUM $864M
1-Year Est. Return 9.29%
This Quarter Est. Return
1 Year Est. Return
+9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.18M
3
+$2.86M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.57M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.25M

Top Sells

1
+$1.06M
2
+$537K
3
+$429K
4
VT icon
Vanguard Total World Stock ETF
VT
+$280K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$222K

Sector Composition

1 Consumer Staples 0.85%
2 Energy 0.27%
3 Consumer Discretionary 0.2%
4 Technology 0.19%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.06%
12,714
-204
77
$274K 0.06%
6,782
+106
78
$270K 0.06%
1,380
79
$262K 0.05%
+21,113
80
$251K 0.05%
2,432
81
$250K 0.05%
513
82
$238K 0.05%
1,875
83
$236K 0.05%
+4,103
84
$204K 0.04%
+2,967
85
$204K 0.04%
+748
86
$51.5K 0.01%
10,000
87
$5.86K ﹤0.01%
40,000
88
– –
-8,190
1 2 3
4