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
$401M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.75M
3
+$5.52M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.86M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.8M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$1.16M
4
USB icon
US Bancorp
USB
+$985K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.3%
3 Financials 2.24%
4 Healthcare 2.14%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.46K ﹤0.01%
66
+29
327
$2.42K ﹤0.01%
9
+4
328
$2.37K ﹤0.01%
14
+6
329
$2.36K ﹤0.01%
9
+5
330
$2.35K ﹤0.01%
+33
331
$2.34K ﹤0.01%
117
+54
332
$2.33K ﹤0.01%
153
+71
333
$2.32K ﹤0.01%
8
+4
334
$2.26K ﹤0.01%
30
+15
335
$2.24K ﹤0.01%
137
+15
336
$2.23K ﹤0.01%
32
+13
337
$2.19K ﹤0.01%
10
+4
338
$2.19K ﹤0.01%
7
+3
339
$2.15K ﹤0.01%
4
+2
340
$2.12K ﹤0.01%
174
+72
341
$2.09K ﹤0.01%
23
+5
342
$2.09K ﹤0.01%
5
+2
343
$2.09K ﹤0.01%
46
+19
344
$2.09K ﹤0.01%
10
+4
345
$2.06K ﹤0.01%
12
+4
346
$2.04K ﹤0.01%
55
+24
347
$2.04K ﹤0.01%
2
+1
348
$2.03K ﹤0.01%
128
+56
349
$2.03K ﹤0.01%
28
+12
350
$2.02K ﹤0.01%
20
+10
12 13
14
15 16