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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
600
227
$13K 0.01%
140
+1
228
$12.9K 0.01%
100
-50
229
$12.8K 0.01%
168
-47
230
$12.4K 0.01%
1,100
231
$11.9K 0.01%
96
232
$11.7K ﹤0.01%
55
+7
233
$11.3K ﹤0.01%
68
-11
234
$11K ﹤0.01%
53
235
$11K ﹤0.01%
1,000
236
$10.6K ﹤0.01%
150
237
$10.6K ﹤0.01%
894
+14
238
$10.6K ﹤0.01%
548
+169
239
$10K ﹤0.01%
+429
240
$9.95K ﹤0.01%
48
-50
241
$9.93K ﹤0.01%
100
242
$9.87K ﹤0.01%
+612
243
$9.7K ﹤0.01%
1,406
+29
244
$9.68K ﹤0.01%
500
245
$9.62K ﹤0.01%
144
246
$9.19K ﹤0.01%
876
+5
247
$8.61K ﹤0.01%
613
248
$8.57K ﹤0.01%
38
+32
249
$8.54K ﹤0.01%
4,282
250
$8.22K ﹤0.01%
+220
8 9
10
11 12