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
451
$8.5K ﹤0.01%
+98
452
$8.42K ﹤0.01%
+578
453
$8.41K ﹤0.01%
17
+12
454
$8.29K ﹤0.01%
+315
455
$8.16K ﹤0.01%
+111
456
$8.15K ﹤0.01%
616
+1
457
$8.12K ﹤0.01%
+84
458
$8.1K ﹤0.01%
104
+4
459
$8.08K ﹤0.01%
+219
460
$8.01K ﹤0.01%
+79
461
$8.01K ﹤0.01%
+316
462
$8K ﹤0.01%
+348
463
$7.98K ﹤0.01%
+146
464
$7.88K ﹤0.01%
121
+81
465
$7.86K ﹤0.01%
46
466
$7.83K ﹤0.01%
110
-12,047
467
$7.82K ﹤0.01%
+17
468
$7.79K ﹤0.01%
914
+7
469
$7.76K ﹤0.01%
69
+63
470
$7.7K ﹤0.01%
+1,516
471
$7.7K ﹤0.01%
+1,228
472
$7.63K ﹤0.01%
395
-5
473
$7.6K ﹤0.01%
186
-20,454
474
$7.58K ﹤0.01%
+147
475
$7.57K ﹤0.01%
27
+24
17 18
19
20 21