TWD

True Wealth Design Portfolio holdings

AUM $327M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.07K ﹤0.01%
+72
227
$8.53K ﹤0.01%
+130
228
$8.21K ﹤0.01%
+613
229
$8.09K ﹤0.01%
+127
230
$8.08K ﹤0.01%
+57
231
$7.75K ﹤0.01%
+4,282
232
$7.39K ﹤0.01%
+800
233
$7.3K ﹤0.01%
+50
234
$7.08K ﹤0.01%
+155
235
$6.98K ﹤0.01%
+379
236
$6.79K ﹤0.01%
+50
237
$6.67K ﹤0.01%
+275
238
$6.66K ﹤0.01%
+71
239
$6.66K ﹤0.01%
+246
240
$6.46K ﹤0.01%
+37
241
$6.16K ﹤0.01%
+100
242
$6.11K ﹤0.01%
+92
243
$6.03K ﹤0.01%
+159
244
$5.98K ﹤0.01%
+507
245
$5.78K ﹤0.01%
+48
246
$5.7K ﹤0.01%
+500
247
$5.5K ﹤0.01%
+39
248
$5.5K ﹤0.01%
+1,000
249
$5.14K ﹤0.01%
+76
250
$5.09K ﹤0.01%
+25
8 9
10
11 12