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
401
$1.05K ﹤0.01%
2
402
$1.03K ﹤0.01%
+15
403
$1.02K ﹤0.01%
6
404
$1.01K ﹤0.01%
3
405
$1K ﹤0.01%
2
406
$999 ﹤0.01%
+18
407
$991 ﹤0.01%
27
408
$982 ﹤0.01%
50
409
$981 ﹤0.01%
37
410
$971 ﹤0.01%
2
411
$963 ﹤0.01%
52
+2
412
$943 ﹤0.01%
42
+1
413
$935 ﹤0.01%
+7
414
$931 ﹤0.01%
+34
415
$926 ﹤0.01%
8
416
$922 ﹤0.01%
11
+2
417
$920 ﹤0.01%
5
418
$920 ﹤0.01%
69
+1
419
$919 ﹤0.01%
99
420
$914 ﹤0.01%
4
421
$906 ﹤0.01%
15
422
$898 ﹤0.01%
+26
423
$892 ﹤0.01%
2
424
$892 ﹤0.01%
26
-19,951
425
$884 ﹤0.01%
14
15 16
17
18 19