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
251
$5.03K ﹤0.01%
+81
252
$4.92K ﹤0.01%
+2,000
253
$4.92K ﹤0.01%
+9
254
$4.71K ﹤0.01%
+151
255
$4.63K ﹤0.01%
+130
256
$4.4K ﹤0.01%
+167
257
$4.36K ﹤0.01%
+21
258
$4.31K ﹤0.01%
+24
259
$4.24K ﹤0.01%
+32
260
$4.17K ﹤0.01%
+12
261
$4.16K ﹤0.01%
+79
262
$4.12K ﹤0.01%
+11,705
263
$3.76K ﹤0.01%
+25
264
$3.72K ﹤0.01%
+52
265
$3.59K ﹤0.01%
+57
266
$3.59K ﹤0.01%
+61
267
$3.54K ﹤0.01%
+50
268
$3.53K ﹤0.01%
+70
269
$3.49K ﹤0.01%
+200
270
$3.46K ﹤0.01%
+13
271
$3.4K ﹤0.01%
+115
272
$3.38K ﹤0.01%
+61
273
$3.35K ﹤0.01%
+60
274
$3.25K ﹤0.01%
+63
275
$3.12K ﹤0.01%
+167
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