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
351
$2.02K ﹤0.01%
23
+10
352
$1.98K ﹤0.01%
42
+24
353
$1.93K ﹤0.01%
2
+1
354
$1.92K ﹤0.01%
22
+9
355
$1.9K ﹤0.01%
173
+77
356
$1.89K ﹤0.01%
+27
357
$1.88K ﹤0.01%
12
+6
358
$1.83K ﹤0.01%
20
-6
359
$1.8K ﹤0.01%
31
+14
360
$1.79K ﹤0.01%
5
-24
361
$1.78K ﹤0.01%
+36
362
$1.78K ﹤0.01%
9
+4
363
$1.77K ﹤0.01%
46
+20
364
$1.77K ﹤0.01%
49
+22
365
$1.77K ﹤0.01%
7
+3
366
$1.76K ﹤0.01%
12
+5
367
$1.74K ﹤0.01%
30
+12
368
$1.73K ﹤0.01%
30
+10
369
$1.72K ﹤0.01%
9
+4
370
$1.71K ﹤0.01%
19
+8
371
$1.67K ﹤0.01%
120
+52
372
$1.66K ﹤0.01%
9
+4
373
$1.65K ﹤0.01%
7
+3
374
$1.62K ﹤0.01%
60
+25
375
$1.62K ﹤0.01%
3
+2
13 14
15
16 17