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
$355M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.33M
3
+$4.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.66M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.28M

Top Sells

1
+$7.62M
2
+$1.17M
3
+$1.06M
4
ASX icon
ASE Group
ASX
+$990K
5
MAS icon
Masco
MAS
+$973K

Sector Composition

1 Technology 3.84%
2 Healthcare 2.47%
3 Consumer Discretionary 2.38%
4 Financials 2.11%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.29K ﹤0.01%
34
+3
302
$2.26K ﹤0.01%
122
303
$2.11K ﹤0.01%
13
304
$2.09K ﹤0.01%
+42
305
$2.09K ﹤0.01%
22
306
$2.07K ﹤0.01%
+96
307
$2.01K ﹤0.01%
+39
308
$1.97K ﹤0.01%
60
309
$1.89K ﹤0.01%
81
+7
310
$1.89K ﹤0.01%
4
311
$1.88K ﹤0.01%
3
+1
312
$1.84K ﹤0.01%
7
313
$1.74K ﹤0.01%
3
314
$1.72K ﹤0.01%
3
315
$1.63K ﹤0.01%
11
316
$1.63K ﹤0.01%
7
317
$1.62K ﹤0.01%
102
318
$1.6K ﹤0.01%
10
319
$1.58K ﹤0.01%
8
320
$1.56K ﹤0.01%
5
321
$1.55K ﹤0.01%
10
322
$1.53K ﹤0.01%
100
+1
323
$1.5K ﹤0.01%
44
324
$1.49K ﹤0.01%
25
-1
325
$1.39K ﹤0.01%
18
11 12
13
14 15