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
276
$5.17K ﹤0.01%
24
277
$4.86K ﹤0.01%
80
+30
278
$4.85K ﹤0.01%
14
+6
279
$4.78K ﹤0.01%
98
280
$4.73K ﹤0.01%
107
+44
281
$4.64K ﹤0.01%
10
+4
282
$4.58K ﹤0.01%
6
+1
283
$4.54K ﹤0.01%
22
+9
284
$4.47K ﹤0.01%
66
+32
285
$4.43K ﹤0.01%
18
+8
286
$4.39K ﹤0.01%
+55
287
$4.23K ﹤0.01%
300
288
$4.22K ﹤0.01%
+66
289
$4.2K ﹤0.01%
+100
290
$4.03K ﹤0.01%
600
291
$4.02K ﹤0.01%
142
+61
292
$3.98K ﹤0.01%
100
293
$3.97K ﹤0.01%
104
+44
294
$3.92K ﹤0.01%
13
+6
295
$3.83K ﹤0.01%
19
+8
296
$3.76K ﹤0.01%
42
+7
297
$3.64K ﹤0.01%
207
-116
298
$3.63K ﹤0.01%
7
+3
299
$3.61K ﹤0.01%
5
+2
300
$3.49K ﹤0.01%
5
+2
10 11
12
13 14