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
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.8K 0.01%
100
-22
327
$19.8K 0.01%
400
328
$19.6K 0.01%
137
+130
329
$19.5K 0.01%
166
-679
330
$19.3K 0.01%
+635
331
$19.1K 0.01%
+601
332
$19K 0.01%
70
-1
333
$18.3K 0.01%
269
-37
334
$18.3K 0.01%
92
+89
335
$18.1K 0.01%
699
-36,166
336
$17.9K 0.01%
+493
337
$17.9K 0.01%
221
+218
338
$17.8K 0.01%
309
+297
339
$17.8K 0.01%
+130
340
$17.7K 0.01%
+169
341
$17.6K 0.01%
148
-203
342
$17.3K 0.01%
28
-32
343
$17.1K 0.01%
110
+90
344
$17.1K 0.01%
+714
345
$17.1K 0.01%
+370
346
$16.9K 0.01%
+417
347
$16.6K 0.01%
+787
348
$16.6K 0.01%
77
+68
349
$16.6K 0.01%
150
+141
350
$16.5K 0.01%
+277
12 13
14
15 16