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
376
$14.2K 0.01%
87
+82
377
$14.2K 0.01%
17
378
$14.1K 0.01%
+79
379
$14.1K 0.01%
162
+157
380
$13.8K 0.01%
114
+1
381
$13.7K 0.01%
+220
382
$13.5K 0.01%
384
+347
383
$13.5K 0.01%
+76
384
$13.5K 0.01%
252
+241
385
$13.4K 0.01%
160
+147
386
$13.4K 0.01%
+668
387
$13.4K 0.01%
+79
388
$12.7K 0.01%
171
+163
389
$12.5K ﹤0.01%
127
+111
390
$12.5K ﹤0.01%
+135
391
$12.2K ﹤0.01%
+268
392
$11.9K ﹤0.01%
194
+178
393
$11.7K ﹤0.01%
+469
394
$11.7K ﹤0.01%
69
-67
395
$11.7K ﹤0.01%
102
+19
396
$11.7K ﹤0.01%
+101
397
$11.7K ﹤0.01%
43
-20
398
$11.5K ﹤0.01%
41
+38
399
$11.5K ﹤0.01%
+488
400
$11.2K ﹤0.01%
58
+47
14 15
16
17 18