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
401
$11.2K ﹤0.01%
+73
402
$11.2K ﹤0.01%
+77
403
$11.2K ﹤0.01%
95
-2
404
$11.1K ﹤0.01%
12
+10
405
$11K ﹤0.01%
+89
406
$10.8K ﹤0.01%
+484
407
$10.8K ﹤0.01%
+334
408
$10.8K ﹤0.01%
994
+18
409
$10.7K ﹤0.01%
173
-6
410
$10.6K ﹤0.01%
123
-14,334
411
$10.6K ﹤0.01%
+234
412
$10.5K ﹤0.01%
+86
413
$10.3K ﹤0.01%
+184
414
$10.3K ﹤0.01%
159
-15,844
415
$10.3K ﹤0.01%
51
+26
416
$10.2K ﹤0.01%
39
-12
417
$10.1K ﹤0.01%
+744
418
$10.1K ﹤0.01%
185
+149
419
$10.1K ﹤0.01%
+151
420
$10.1K ﹤0.01%
+85
421
$10.1K ﹤0.01%
100
422
$10K ﹤0.01%
+267
423
$9.98K ﹤0.01%
45
-5,394
424
$9.97K ﹤0.01%
253
425
$9.67K ﹤0.01%
+239
15 16
17
18 19