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
476
$653 ﹤0.01%
3
477
$652 ﹤0.01%
2
478
$646 ﹤0.01%
4
479
$636 ﹤0.01%
15
480
$636 ﹤0.01%
3
481
$631 ﹤0.01%
4
482
$617 ﹤0.01%
+9
483
$613 ﹤0.01%
33
484
$613 ﹤0.01%
3
485
$608 ﹤0.01%
4
486
$605 ﹤0.01%
11
487
$605 ﹤0.01%
8
488
$604 ﹤0.01%
40
-28
489
$603 ﹤0.01%
10
490
$597 ﹤0.01%
3
491
$585 ﹤0.01%
3
492
$584 ﹤0.01%
+4
493
$576 ﹤0.01%
3
494
$573 ﹤0.01%
14
495
$573 ﹤0.01%
2
496
$573 ﹤0.01%
5
497
$572 ﹤0.01%
9
498
$571 ﹤0.01%
2
499
$561 ﹤0.01%
11
500
$557 ﹤0.01%
6
18 19
20
21 22