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
526
$500 ﹤0.01%
+4
527
$497 ﹤0.01%
3
528
$496 ﹤0.01%
+3
529
$490 ﹤0.01%
43
530
$482 ﹤0.01%
4
531
$482 ﹤0.01%
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$482 ﹤0.01%
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$481 ﹤0.01%
3
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$480 ﹤0.01%
+1
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$479 ﹤0.01%
5
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$478 ﹤0.01%
5
-1
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$473 ﹤0.01%
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$466 ﹤0.01%
3
541
$465 ﹤0.01%
1
542
$463 ﹤0.01%
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$461 ﹤0.01%
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$459 ﹤0.01%
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$459 ﹤0.01%
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$453 ﹤0.01%
2
547
$453 ﹤0.01%
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$451 ﹤0.01%
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$448 ﹤0.01%
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