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
301
$3.19K ﹤0.01%
25
+9
302
$3.17K ﹤0.01%
+63
303
$3.12K ﹤0.01%
+38
304
$3.04K ﹤0.01%
23
+14
305
$3K ﹤0.01%
1,100
306
$2.93K ﹤0.01%
78
+62
307
$2.91K ﹤0.01%
300
308
$2.9K ﹤0.01%
160
309
$2.85K ﹤0.01%
75
+2
310
$2.84K ﹤0.01%
9
+6
311
$2.8K ﹤0.01%
51
-19
312
$2.79K ﹤0.01%
33
313
$2.78K ﹤0.01%
38
+26
314
$2.71K ﹤0.01%
26
315
$2.66K ﹤0.01%
88
+2
316
$2.65K ﹤0.01%
300
317
$2.65K ﹤0.01%
+1
318
$2.61K ﹤0.01%
35
319
$2.57K ﹤0.01%
19
+17
320
$2.56K ﹤0.01%
+2
321
$2.55K ﹤0.01%
150
322
$2.46K ﹤0.01%
+1
323
$2.46K ﹤0.01%
500
324
$2.41K ﹤0.01%
18
+17
325
$2.38K ﹤0.01%
46
+38
11 12
13
14 15