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
401
$1.3K ﹤0.01%
5
+2
402
$1.3K ﹤0.01%
+41
403
$1.3K ﹤0.01%
5
+2
404
$1.28K ﹤0.01%
5
+2
405
$1.28K ﹤0.01%
18
+8
406
$1.27K ﹤0.01%
5
+2
407
$1.26K ﹤0.01%
13
+5
408
$1.25K ﹤0.01%
9
+4
409
$1.25K ﹤0.01%
1
410
$1.25K ﹤0.01%
3
+1
411
$1.24K ﹤0.01%
7
+3
412
$1.24K ﹤0.01%
5
+2
413
$1.24K ﹤0.01%
27
+12
414
$1.24K ﹤0.01%
500
415
$1.23K ﹤0.01%
3
+1
416
$1.23K ﹤0.01%
18
+7
417
$1.23K ﹤0.01%
16
+7
418
$1.23K ﹤0.01%
2
+1
419
$1.23K ﹤0.01%
10
+5
420
$1.22K ﹤0.01%
5
+2
421
$1.21K ﹤0.01%
5
+2
422
$1.21K ﹤0.01%
21
+9
423
$1.21K ﹤0.01%
3
+2
424
$1.21K ﹤0.01%
7
+3
425
$1.2K ﹤0.01%
7
+4
15 16
17
18 19