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
426
$1.2K ﹤0.01%
6
+2
427
$1.17K ﹤0.01%
7
+3
428
$1.17K ﹤0.01%
14
+6
429
$1.17K ﹤0.01%
8
+3
430
$1.17K ﹤0.01%
8
+3
431
$1.17K ﹤0.01%
17
+7
432
$1.16K ﹤0.01%
83
+37
433
$1.16K ﹤0.01%
17
+7
434
$1.16K ﹤0.01%
5
+2
435
$1.14K ﹤0.01%
2
+1
436
$1.14K ﹤0.01%
12
+5
437
$1.14K ﹤0.01%
8
+4
438
$1.13K ﹤0.01%
19
+6
439
$1.13K ﹤0.01%
7
+3
440
$1.12K ﹤0.01%
2
+1
441
$1.12K ﹤0.01%
10
+4
442
$1.12K ﹤0.01%
5
+3
443
$1.1K ﹤0.01%
23
+13
444
$1.1K ﹤0.01%
4
+2
445
$1.09K ﹤0.01%
5
+3
446
$1.09K ﹤0.01%
4
+2
447
$1.08K ﹤0.01%
16
+6
448
$1.08K ﹤0.01%
13
+6
449
$1.08K ﹤0.01%
5
+2
450
$1.07K ﹤0.01%
33
-55
16 17
18
19 20