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
451
$1.07K ﹤0.01%
4
+2
452
$1.07K ﹤0.01%
5
+2
453
$1.06K ﹤0.01%
37
+8
454
$1.06K ﹤0.01%
13
+6
455
$1.05K ﹤0.01%
21
+9
456
$1.05K ﹤0.01%
2
+1
457
$1.04K ﹤0.01%
7
+3
458
$1.04K ﹤0.01%
52
+22
459
$1.03K ﹤0.01%
19
+8
460
$1.03K ﹤0.01%
+8
461
$1.03K ﹤0.01%
9
+4
462
$1.02K ﹤0.01%
5
+2
463
$1.02K ﹤0.01%
7
-35
464
$1.01K ﹤0.01%
+23
465
$1.01K ﹤0.01%
9
+3
466
$1.01K ﹤0.01%
14
+6
467
$994 ﹤0.01%
2
+1
468
$990 ﹤0.01%
6
+4
469
$984 ﹤0.01%
7
+3
470
$980 ﹤0.01%
15
+7
471
$978 ﹤0.01%
2
+1
472
$976 ﹤0.01%
50
473
$973 ﹤0.01%
8
+3
474
$972 ﹤0.01%
24
+11
475
$967 ﹤0.01%
7
+3
17 18
19
20 21