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
326
$2.35K ﹤0.01%
+100
327
$2.35K ﹤0.01%
+24
328
$2.33K ﹤0.01%
34
+1
329
$2.3K ﹤0.01%
+132
330
$2.26K ﹤0.01%
+18
331
$2.23K ﹤0.01%
23
+22
332
$2.23K ﹤0.01%
8
+4
333
$2.15K ﹤0.01%
31
334
$2.14K ﹤0.01%
+11
335
$2.13K ﹤0.01%
6
336
$2.07K ﹤0.01%
60
+10
337
$2.07K ﹤0.01%
28
+17
338
$1.85K ﹤0.01%
12
339
$1.84K ﹤0.01%
4
340
$1.8K ﹤0.01%
13
+8
341
$1.74K ﹤0.01%
71
+63
342
$1.73K ﹤0.01%
+34
343
$1.71K ﹤0.01%
+50
344
$1.7K ﹤0.01%
+78
345
$1.69K ﹤0.01%
25
346
$1.66K ﹤0.01%
60
-27,308
347
$1.64K ﹤0.01%
2
-1,127
348
$1.64K ﹤0.01%
+20
349
$1.64K ﹤0.01%
167
350
$1.62K ﹤0.01%
100
12 13
14
15 16