TWD

True Wealth Design Portfolio holdings

AUM $341M
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.6K ﹤0.01%
25
502
$6.52K ﹤0.01%
+547
503
$6.51K ﹤0.01%
44
+35
504
$6.47K ﹤0.01%
+108
505
$6.41K ﹤0.01%
+59
506
$6.41K ﹤0.01%
+1,115
507
$6.35K ﹤0.01%
31
508
$6.32K ﹤0.01%
97
-17,866
509
$6.29K ﹤0.01%
23
+12
510
$6.29K ﹤0.01%
+74
511
$6.28K ﹤0.01%
+119
512
$6.26K ﹤0.01%
35
513
$6.25K ﹤0.01%
52
+47
514
$6.23K ﹤0.01%
+308
515
$6.2K ﹤0.01%
13
516
$6.2K ﹤0.01%
+167
517
$6.19K ﹤0.01%
21
+15
518
$6.1K ﹤0.01%
+119
519
$6.09K ﹤0.01%
+225
520
$6.06K ﹤0.01%
23
+17
521
$6.06K ﹤0.01%
55
+46
522
$6.04K ﹤0.01%
144
-31
523
$6.02K ﹤0.01%
301
-399
524
$6.01K ﹤0.01%
17
-1
525
$6K ﹤0.01%
91
-12,289
19 20
21
22 23