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
376
$1.28K ﹤0.01%
15
377
$1.27K ﹤0.01%
37
+5
378
$1.27K ﹤0.01%
10
-1
379
$1.26K ﹤0.01%
500
380
$1.26K ﹤0.01%
+44
381
$1.24K ﹤0.01%
44
+36
382
$1.23K ﹤0.01%
44
+1
383
$1.23K ﹤0.01%
23
+16
384
$1.22K ﹤0.01%
14
+9
385
$1.22K ﹤0.01%
+12
386
$1.22K ﹤0.01%
5
387
$1.21K ﹤0.01%
+11
388
$1.2K ﹤0.01%
3
389
$1.19K ﹤0.01%
3
+1
390
$1.18K ﹤0.01%
38
391
$1.18K ﹤0.01%
12
+1
392
$1.16K ﹤0.01%
+23
393
$1.16K ﹤0.01%
13
394
$1.12K ﹤0.01%
5
395
$1.12K ﹤0.01%
68
-36
396
$1.11K ﹤0.01%
+80
397
$1.08K ﹤0.01%
38
-20,397
398
$1.07K ﹤0.01%
11
399
$1.07K ﹤0.01%
3
400
$1.06K ﹤0.01%
+13
14 15
16
17 18