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
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.3K 0.01%
+440
227
$32K 0.01%
149
+142
228
$31.8K 0.01%
186
+185
229
$31.8K 0.01%
+434
230
$31.5K 0.01%
+222
231
$31.4K 0.01%
304
+297
232
$31.4K 0.01%
+771
233
$31.3K 0.01%
867
+829
234
$31.3K 0.01%
150
+145
235
$31.2K 0.01%
263
+253
236
$31.1K 0.01%
182
+176
237
$31.1K 0.01%
+234
238
$30.8K 0.01%
+1,347
239
$30.8K 0.01%
95
-3,076
240
$30.7K 0.01%
+425
241
$30.5K 0.01%
52
242
$30.4K 0.01%
116
+106
243
$30.3K 0.01%
+183
244
$30.2K 0.01%
370
+40
245
$30K 0.01%
58
+34
246
$30K 0.01%
+289
247
$29.9K 0.01%
+1,044
248
$29.9K 0.01%
+483
249
$29.8K 0.01%
+141
250
$29.7K 0.01%
+1,267
8 9
10
11 12