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
251
$29.7K 0.01%
+168
252
$29.6K 0.01%
574
+549
253
$29.6K 0.01%
143
-127
254
$29.4K 0.01%
108
+83
255
$29.4K 0.01%
+401
256
$29.3K 0.01%
+941
257
$29.2K 0.01%
214
+171
258
$29.2K 0.01%
572
+462
259
$29.2K 0.01%
+1,733
260
$29.2K 0.01%
139
+135
261
$29K 0.01%
654
+640
262
$28.8K 0.01%
145
+135
263
$28.3K 0.01%
+165
264
$28.1K 0.01%
+310
265
$28.1K 0.01%
115
+110
266
$27.9K 0.01%
221
+21
267
$27.8K 0.01%
242
+240
268
$27.7K 0.01%
170
+148
269
$27.7K 0.01%
424
+416
270
$27.5K 0.01%
64
+61
271
$27.5K 0.01%
+953
272
$27.5K 0.01%
108
+107
273
$27.4K 0.01%
+2,149
274
$27.1K 0.01%
184
-5,201
275
$27.1K 0.01%
306
+7
9 10
11
12 13