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
$401M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.75M
3
+$5.52M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.86M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.8M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$1.16M
4
USB icon
US Bancorp
USB
+$985K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.3%
3 Financials 2.24%
4 Healthcare 2.14%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.8K ﹤0.01%
96
227
$15.7K ﹤0.01%
82
+13
228
$15.6K ﹤0.01%
+165
229
$15.3K ﹤0.01%
309
230
$14.9K ﹤0.01%
116
+46
231
$14.8K ﹤0.01%
107
+3
232
$14.8K ﹤0.01%
100
-30
233
$14.6K ﹤0.01%
15
+6
234
$14.4K ﹤0.01%
84
+7
235
$14.2K ﹤0.01%
113
+1
236
$12.7K ﹤0.01%
131
-52
237
$12.2K ﹤0.01%
265
238
$11.6K ﹤0.01%
23
+5
239
$11.4K ﹤0.01%
66
+9
240
$11.4K ﹤0.01%
175
+150
241
$10.4K ﹤0.01%
593
+57
242
$10.4K ﹤0.01%
74
243
$10.1K ﹤0.01%
100
244
$10K ﹤0.01%
103
+97
245
$9.95K ﹤0.01%
956
+14
246
$9.84K ﹤0.01%
66
+9
247
$9.62K ﹤0.01%
63
+6
248
$9.48K ﹤0.01%
615
249
$9.1K ﹤0.01%
900
+6
250
$8.82K ﹤0.01%
87
+13
8 9
10
11 12