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
476
$457 ﹤0.01%
+2
477
$455 ﹤0.01%
+28
478
$453 ﹤0.01%
+4
479
$449 ﹤0.01%
+3
480
$449 ﹤0.01%
+8
481
$447 ﹤0.01%
+3
482
$441 ﹤0.01%
+3
483
$440 ﹤0.01%
+8
484
$439 ﹤0.01%
+10
485
$437 ﹤0.01%
+3
486
$434 ﹤0.01%
+2
487
$433 ﹤0.01%
+35
488
$432 ﹤0.01%
+33
489
$432 ﹤0.01%
+1
490
$431 ﹤0.01%
+5
491
$430 ﹤0.01%
+16
492
$429 ﹤0.01%
+7
493
$428 ﹤0.01%
+3
494
$427 ﹤0.01%
+12
495
$424 ﹤0.01%
+3
496
$422 ﹤0.01%
+9
497
$420 ﹤0.01%
+16
498
$419 ﹤0.01%
+5
499
$419 ﹤0.01%
+4
500
$419 ﹤0.01%
+15
18 19
20
21 22