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
276
$3.12K ﹤0.01%
+66
277
$3.08K ﹤0.01%
+1,100
278
$2.98K ﹤0.01%
+300
279
$2.74K ﹤0.01%
+35
280
$2.74K ﹤0.01%
+300
281
$2.67K ﹤0.01%
+53
282
$2.67K ﹤0.01%
+500
283
$2.58K ﹤0.01%
+33
284
$2.58K ﹤0.01%
+26
285
$2.55K ﹤0.01%
+73
286
$2.47K ﹤0.01%
+86
287
$2.44K ﹤0.01%
+300
288
$2.44K ﹤0.01%
+160
289
$2.35K ﹤0.01%
+33
290
$2.32K ﹤0.01%
+500
291
$2.25K ﹤0.01%
+150
292
$2.2K ﹤0.01%
+4
293
$2.13K ﹤0.01%
+8
294
$2.12K ﹤0.01%
+400
295
$2.1K ﹤0.01%
+31
296
$2.07K ﹤0.01%
+10
297
$2.05K ﹤0.01%
+4
298
$1.96K ﹤0.01%
+6
299
$1.85K ﹤0.01%
+166
300
$1.76K ﹤0.01%
+16
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