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
351
$1.61K ﹤0.01%
9
+6
352
$1.61K ﹤0.01%
102
+7
353
$1.6K ﹤0.01%
12
+9
354
$1.6K ﹤0.01%
166
355
$1.59K ﹤0.01%
30
+10
356
$1.56K ﹤0.01%
7
357
$1.56K ﹤0.01%
7
+5
358
$1.53K ﹤0.01%
22
359
$1.53K ﹤0.01%
+1
360
$1.52K ﹤0.01%
400
361
$1.5K ﹤0.01%
+44
362
$1.45K ﹤0.01%
10
363
$1.4K ﹤0.01%
50
+40
364
$1.38K ﹤0.01%
2
-1,421
365
$1.35K ﹤0.01%
+8
366
$1.34K ﹤0.01%
+5
367
$1.33K ﹤0.01%
8
368
$1.33K ﹤0.01%
6
+4
369
$1.32K ﹤0.01%
37
370
$1.32K ﹤0.01%
50
371
$1.31K ﹤0.01%
18
+14
372
$1.3K ﹤0.01%
11
373
$1.29K ﹤0.01%
71
+4
374
$1.29K ﹤0.01%
+30
375
$1.28K ﹤0.01%
+7
13 14
15
16 17