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
276
$5.07K ﹤0.01%
139
+126
277
$5.06K ﹤0.01%
211
-35
278
$5.03K ﹤0.01%
11,705
279
$5.02K ﹤0.01%
+74
280
$4.92K ﹤0.01%
130
281
$4.72K ﹤0.01%
124
+97
282
$4.34K ﹤0.01%
22
+17
283
$4.13K ﹤0.01%
36
+24
284
$4.04K ﹤0.01%
7
+3
285
$4.02K ﹤0.01%
28
+22
286
$4K ﹤0.01%
51
+34
287
$3.91K ﹤0.01%
+79
288
$3.84K ﹤0.01%
25
+1
289
$3.77K ﹤0.01%
200
290
$3.76K ﹤0.01%
2,000
291
$3.7K ﹤0.01%
+75
292
$3.56K ﹤0.01%
61
293
$3.47K ﹤0.01%
63
294
$3.45K ﹤0.01%
+72
295
$3.43K ﹤0.01%
12
+4
296
$3.35K ﹤0.01%
35
+32
297
$3.33K ﹤0.01%
52
298
$3.33K ﹤0.01%
300
299
$3.32K ﹤0.01%
47
+39
300
$3.25K ﹤0.01%
52
-5
10 11
12
13 14