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
426
$9.66K ﹤0.01%
215
-504
427
$9.64K ﹤0.01%
112
-9,978
428
$9.61K ﹤0.01%
+170
429
$9.53K ﹤0.01%
1,241
+1,221
430
$9.5K ﹤0.01%
159
+157
431
$9.44K ﹤0.01%
+102
432
$9.4K ﹤0.01%
+301
433
$9.38K ﹤0.01%
+661
434
$9.37K ﹤0.01%
1,605
+28
435
$9.33K ﹤0.01%
+70
436
$9.32K ﹤0.01%
+42
437
$9.22K ﹤0.01%
+69
438
$9.17K ﹤0.01%
+151
439
$9.15K ﹤0.01%
+665
440
$9.07K ﹤0.01%
+87
441
$9.06K ﹤0.01%
+117
442
$9.05K ﹤0.01%
+356
443
$9.01K ﹤0.01%
+321
444
$8.94K ﹤0.01%
+51
445
$8.93K ﹤0.01%
+193
446
$8.85K ﹤0.01%
+476
447
$8.82K ﹤0.01%
+88
448
$8.82K ﹤0.01%
+71
449
$8.66K ﹤0.01%
143
450
$8.65K ﹤0.01%
+254
16 17
18
19 20