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
$401M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.75M
3
+$5.52M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.86M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.8M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$1.16M
4
USB icon
US Bancorp
USB
+$985K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.3%
3 Financials 2.24%
4 Healthcare 2.14%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$965 ﹤0.01%
13
+6
477
$956 ﹤0.01%
19
+8
478
$953 ﹤0.01%
6
+2
479
$952 ﹤0.01%
8
+3
480
$950 ﹤0.01%
8
+3
481
$947 ﹤0.01%
12
-51
482
$941 ﹤0.01%
+13
483
$940 ﹤0.01%
11
+5
484
$939 ﹤0.01%
6
+2
485
$938 ﹤0.01%
28
+12
486
$935 ﹤0.01%
14
+7
487
$931 ﹤0.01%
10
+4
488
$929 ﹤0.01%
7
+3
489
$927 ﹤0.01%
12
+6
490
$900 ﹤0.01%
4
+2
491
$894 ﹤0.01%
10
+5
492
$894 ﹤0.01%
9
-24
493
$874 ﹤0.01%
4
+2
494
$874 ﹤0.01%
+15
495
$872 ﹤0.01%
3
+1
496
$872 ﹤0.01%
16
+8
497
$870 ﹤0.01%
9
+4
498
$864 ﹤0.01%
2
+1
499
$861 ﹤0.01%
10
+4
500
$859 ﹤0.01%
2
+1
18 19
20
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