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
301
$1.72K ﹤0.01%
+21
302
$1.71K ﹤0.01%
+43
303
$1.68K ﹤0.01%
+5
304
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+20
305
$1.67K ﹤0.01%
+7
306
$1.67K ﹤0.01%
+41
307
$1.66K ﹤0.01%
+5
308
$1.62K ﹤0.01%
+104
309
$1.61K ﹤0.01%
+95
310
$1.58K ﹤0.01%
+12
311
$1.55K ﹤0.01%
+12
312
$1.47K ﹤0.01%
+50
313
$1.4K ﹤0.01%
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314
$1.39K ﹤0.01%
+2
315
$1.36K ﹤0.01%
+100
316
$1.35K ﹤0.01%
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317
$1.34K ﹤0.01%
+500
318
$1.33K ﹤0.01%
+6
319
$1.32K ﹤0.01%
+13
320
$1.31K ﹤0.01%
+11
321
$1.3K ﹤0.01%
+37
322
$1.26K ﹤0.01%
+15
323
$1.23K ﹤0.01%
+43
324
$1.21K ﹤0.01%
+38
325
$1.2K ﹤0.01%
+22
11 12
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14 15