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
551
$445 ﹤0.01%
4
552
$443 ﹤0.01%
5
553
$441 ﹤0.01%
1
554
$440 ﹤0.01%
3
+1
555
$440 ﹤0.01%
3
556
$438 ﹤0.01%
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557
$438 ﹤0.01%
2
558
$437 ﹤0.01%
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$436 ﹤0.01%
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$434 ﹤0.01%
18
+5
561
$433 ﹤0.01%
8
562
$431 ﹤0.01%
4
563
$427 ﹤0.01%
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$423 ﹤0.01%
3
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$423 ﹤0.01%
2
+1
566
$421 ﹤0.01%
2
567
$418 ﹤0.01%
9
568
$418 ﹤0.01%
3
569
$417 ﹤0.01%
5
570
$415 ﹤0.01%
+2
571
$414 ﹤0.01%
5
572
$413 ﹤0.01%
14
-2
573
$412 ﹤0.01%
2
574
$408 ﹤0.01%
5
575
$408 ﹤0.01%
7
21 22
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24 25