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
251
$8.74K ﹤0.01%
+281
252
$8.68K ﹤0.01%
25
253
$8.19K ﹤0.01%
142
+61
254
$8.14K ﹤0.01%
+143
255
$8.04K ﹤0.01%
1,543
+667
256
$7.99K ﹤0.01%
44
+3
257
$7.87K ﹤0.01%
+1,825
258
$7.74K ﹤0.01%
44
+13
259
$7.39K ﹤0.01%
94
260
$7.28K ﹤0.01%
253
261
$7.16K ﹤0.01%
83
+39
262
$6.94K ﹤0.01%
275
263
$6.7K ﹤0.01%
24
264
$6.58K ﹤0.01%
55
+53
265
$6.28K ﹤0.01%
276
+8
266
$6.25K ﹤0.01%
25
267
$6.21K ﹤0.01%
4,282
268
$6.16K ﹤0.01%
142
+68
269
$6.05K ﹤0.01%
+70
270
$6.03K ﹤0.01%
45
+3
271
$5.8K ﹤0.01%
25
272
$5.7K ﹤0.01%
31
273
$5.66K ﹤0.01%
52
+4
274
$5.5K ﹤0.01%
146
+68
275
$5.4K ﹤0.01%
315
+145
9 10
11
12 13