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
$355M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.33M
3
+$4.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.66M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.28M

Top Sells

1
+$7.62M
2
+$1.17M
3
+$1.06M
4
ASX icon
ASE Group
ASX
+$990K
5
MAS icon
Masco
MAS
+$973K

Sector Composition

1 Technology 3.84%
2 Healthcare 2.47%
3 Consumer Discretionary 2.38%
4 Financials 2.11%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.6K ﹤0.01%
942
+18
227
$11.3K ﹤0.01%
69
+54
228
$10.7K ﹤0.01%
18
+11
229
$9.98K ﹤0.01%
100
230
$9.96K ﹤0.01%
77
+3
231
$9.91K ﹤0.01%
28
232
$9.82K ﹤0.01%
615
+1
233
$9.67K ﹤0.01%
57
234
$9.59K ﹤0.01%
894
+6
235
$9.23K ﹤0.01%
247
+241
236
$9.07K ﹤0.01%
25
+24
237
$8.99K ﹤0.01%
57
-4,218
238
$8.69K ﹤0.01%
29
+26
239
$8.22K ﹤0.01%
57
240
$8.2K ﹤0.01%
536
+7
241
$8.17K ﹤0.01%
+157
242
$7.7K ﹤0.01%
31
243
$7.53K ﹤0.01%
74
244
$7.37K ﹤0.01%
178
+167
245
$7.24K ﹤0.01%
70
246
$7.15K ﹤0.01%
+253
247
$6.94K ﹤0.01%
74
+56
248
$6.91K ﹤0.01%
275
249
$6.82K ﹤0.01%
94
-50
250
$6.81K ﹤0.01%
9
8 9
10
11 12