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
326
$1.39K ﹤0.01%
50
327
$1.38K ﹤0.01%
11
328
$1.37K ﹤0.01%
9
329
$1.37K ﹤0.01%
16
330
$1.35K ﹤0.01%
42
+2
331
$1.33K ﹤0.01%
63
+3
332
$1.31K ﹤0.01%
5
333
$1.31K ﹤0.01%
82
+1
334
$1.28K ﹤0.01%
9
-55
335
$1.22K ﹤0.01%
3
336
$1.22K ﹤0.01%
5
337
$1.22K ﹤0.01%
7
338
$1.22K ﹤0.01%
6
339
$1.21K ﹤0.01%
8
340
$1.2K ﹤0.01%
13
341
$1.2K ﹤0.01%
9
+2
342
$1.17K ﹤0.01%
12
343
$1.17K ﹤0.01%
1
344
$1.15K ﹤0.01%
500
345
$1.14K ﹤0.01%
37
346
$1.11K ﹤0.01%
35
347
$1.08K ﹤0.01%
+11
348
$1.07K ﹤0.01%
31
349
$1.07K ﹤0.01%
13
+2
350
$1.04K ﹤0.01%
72
12 13
14
15 16