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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.51%
27,050
-1,585
27
$1.15M 0.48%
11,530
-380
28
$1.14M 0.48%
8,507
29
$970K 0.41%
3,364
+146
30
$917K 0.38%
5,914
+705
31
$899K 0.38%
17,665
+17,622
32
$896K 0.38%
20,740
-197
33
$895K 0.38%
75,003
-371
34
$892K 0.37%
11,082
-429
35
$888K 0.37%
111,389
-4,936
36
$873K 0.37%
7,401
+7,118
37
$871K 0.37%
13,570
+13,510
38
$870K 0.36%
8,549
-946
39
$861K 0.36%
2,918
+279
40
$861K 0.36%
16,472
-23
41
$857K 0.36%
17,352
+1,465
42
$857K 0.36%
8,897
-109
43
$853K 0.36%
20,581
-2,038
44
$847K 0.36%
96,684
+96,608
45
$837K 0.35%
18,291
-542
46
$835K 0.35%
8,697
-345
47
$835K 0.35%
14,330
-4,719
48
$835K 0.35%
5,689
-176
49
$831K 0.35%
4,284
+4,247
50
$827K 0.35%
39,291
-676
1
2
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