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
251
$8.17K ﹤0.01%
+85
252
$7.95K ﹤0.01%
1,500
+1,000
253
$7.92K ﹤0.01%
355
+346
254
$7.7K ﹤0.01%
456
+3
255
$7.68K ﹤0.01%
+165
256
$7.67K ﹤0.01%
+225
257
$7.63K ﹤0.01%
50
258
$7.54K ﹤0.01%
57
259
$7.36K ﹤0.01%
+204
260
$7.32K ﹤0.01%
+161
261
$6.84K ﹤0.01%
41
+16
262
$6.83K ﹤0.01%
275
263
$6.71K ﹤0.01%
50
264
$6.6K ﹤0.01%
202
+35
265
$6.6K ﹤0.01%
151
266
$6.39K ﹤0.01%
517
+10
267
$6.39K ﹤0.01%
32
268
$6.39K ﹤0.01%
25
+20
269
$6.13K ﹤0.01%
9
270
$6.05K ﹤0.01%
76
271
$5.88K ﹤0.01%
40
+1
272
$5.62K ﹤0.01%
1,000
273
$5.46K ﹤0.01%
189
+74
274
$5.27K ﹤0.01%
25
275
$5.14K ﹤0.01%
81
9 10
11
12 13