TWD

True Wealth Design Portfolio holdings

AUM $341M
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
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
426
$862 ﹤0.01%
3
427
$850 ﹤0.01%
9
+1
428
$849 ﹤0.01%
15
429
$845 ﹤0.01%
81
430
$843 ﹤0.01%
+8
431
$842 ﹤0.01%
4
432
$835 ﹤0.01%
12
433
$824 ﹤0.01%
10
434
$813 ﹤0.01%
3
435
$807 ﹤0.01%
10
436
$806 ﹤0.01%
+30
437
$800 ﹤0.01%
+6
438
$792 ﹤0.01%
7
439
$773 ﹤0.01%
690
+190
440
$770 ﹤0.01%
10
441
$766 ﹤0.01%
4
+2
442
$759 ﹤0.01%
+7
443
$745 ﹤0.01%
9
+5
444
$743 ﹤0.01%
3
-65
445
$738 ﹤0.01%
1
446
$737 ﹤0.01%
18
447
$730 ﹤0.01%
3
+1
448
$729 ﹤0.01%
2
449
$724 ﹤0.01%
12
-49
450
$717 ﹤0.01%
9
16 17
18
19 20