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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.48%
+2,151
27
$932K 0.43%
+10,854
28
$925K 0.43%
+22,619
29
$920K 0.43%
+5,209
30
$892K 0.41%
+15,558
31
$892K 0.41%
+20,937
32
$879K 0.41%
+17,152
33
$867K 0.4%
+5,857
34
$867K 0.4%
+19,049
35
$847K 0.39%
+7,176
36
$847K 0.39%
+13,638
37
$834K 0.39%
+5,329
38
$834K 0.39%
+2,639
39
$832K 0.38%
+9,495
40
$831K 0.38%
+10,482
41
$824K 0.38%
+3,138
42
$822K 0.38%
+3,393
43
$822K 0.38%
+9,042
44
$817K 0.38%
+7,368
45
$815K 0.38%
+1,129
46
$803K 0.37%
+4,374
47
$799K 0.37%
+26,109
48
$799K 0.37%
+5,013
49
$792K 0.37%
+1,423
50
$789K 0.37%
+24,684
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