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
326
$1.19K ﹤0.01%
+5
327
$1.17K ﹤0.01%
+8
328
$1.14K ﹤0.01%
+11
329
$1.13K ﹤0.01%
+3
330
$1.13K ﹤0.01%
+3
331
$1.12K ﹤0.01%
+180
332
$1.11K ﹤0.01%
+4
333
$1.1K ﹤0.01%
+5
334
$1.1K ﹤0.01%
+10
335
$1.07K ﹤0.01%
+11
336
$1.06K ﹤0.01%
+9
337
$1.06K ﹤0.01%
+27
338
$1.04K ﹤0.01%
+50
339
$1.03K ﹤0.01%
+8
340
$1.02K ﹤0.01%
+2
341
$1.02K ﹤0.01%
+3
342
$993 ﹤0.01%
+41
343
$985 ﹤0.01%
+4
344
$981 ﹤0.01%
+11
345
$975 ﹤0.01%
+32
346
$951 ﹤0.01%
+67
347
$934 ﹤0.01%
+50
348
$925 ﹤0.01%
+3
349
$920 ﹤0.01%
+99
350
$908 ﹤0.01%
+27
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