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
$273M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$3.34M
3
+$2.85M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.79M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.77M

Top Sells

1
+$3.01M
2
+$1.94M
3
+$1.25M
4
AVGO icon
Broadcom
AVGO
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M

Sector Composition

1 Technology 4.02%
2 Industrials 3.32%
3 Consumer Discretionary 3.13%
4 Healthcare 3%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.03K ﹤0.01%
5
-31
277
$1.95K ﹤0.01%
122
-426
278
$1.93K ﹤0.01%
30
279
$1.91K ﹤0.01%
16
-9
280
$1.88K ﹤0.01%
13
-96
281
$1.78K ﹤0.01%
4
282
$1.69K ﹤0.01%
60
283
$1.63K ﹤0.01%
22
284
$1.59K ﹤0.01%
14
+2
285
$1.59K ﹤0.01%
27
-25
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$1.58K ﹤0.01%
2
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$1.54K ﹤0.01%
7
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$1.53K ﹤0.01%
18
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$1.48K ﹤0.01%
7
-25
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$1.46K ﹤0.01%
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291
$1.44K ﹤0.01%
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292
$1.4K ﹤0.01%
5
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$1.39K ﹤0.01%
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$1.38K ﹤0.01%
8
295
$1.37K ﹤0.01%
12
-24
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$1.37K ﹤0.01%
10
297
$1.37K ﹤0.01%
102
298
$1.34K ﹤0.01%
11
299
$1.34K ﹤0.01%
3
300
$1.33K ﹤0.01%
11
10 11
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