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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$746 ﹤0.01%
+10
377
$744 ﹤0.01%
+500
378
$739 ﹤0.01%
+207
379
$739 ﹤0.01%
+3
380
$730 ﹤0.01%
+250
381
$730 ﹤0.01%
+25
382
$729 ﹤0.01%
+7
383
$724 ﹤0.01%
+22
384
$712 ﹤0.01%
+11
385
$711 ﹤0.01%
+2
386
$704 ﹤0.01%
+68
387
$699 ﹤0.01%
+17
388
$697 ﹤0.01%
+4
389
$693 ﹤0.01%
+4
390
$692 ﹤0.01%
+9
391
$687 ﹤0.01%
+38
392
$685 ﹤0.01%
+3
393
$684 ﹤0.01%
+18
394
$684 ﹤0.01%
+4
395
$684 ﹤0.01%
+7
396
$675 ﹤0.01%
+15
397
$672 ﹤0.01%
+2
398
$660 ﹤0.01%
+2
399
$653 ﹤0.01%
+8
400
$645 ﹤0.01%
+68
14 15
16
17 18