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
501
$416 ﹤0.01%
+2
502
$415 ﹤0.01%
+3
503
$415 ﹤0.01%
+10
504
$415 ﹤0.01%
+13
505
$414 ﹤0.01%
+4
506
$414 ﹤0.01%
+5
507
$412 ﹤0.01%
+8
508
$411 ﹤0.01%
+5
509
$407 ﹤0.01%
+6
510
$406 ﹤0.01%
+8
511
$403 ﹤0.01%
+5
512
$402 ﹤0.01%
+3
513
$400 ﹤0.01%
+7
514
$400 ﹤0.01%
+1
515
$399 ﹤0.01%
+5
516
$398 ﹤0.01%
+3
517
$397 ﹤0.01%
+4
518
$397 ﹤0.01%
+80
519
$389 ﹤0.01%
+2
520
$388 ﹤0.01%
+1
521
$386 ﹤0.01%
+5
522
$386 ﹤0.01%
+7
523
$384 ﹤0.01%
+48
524
$382 ﹤0.01%
+3
525
$381 ﹤0.01%
+3
19 20
21
22 23