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
$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
551
$5.08K ﹤0.01%
101
+91
552
$5.07K ﹤0.01%
+651
553
$4.93K ﹤0.01%
20
-1
554
$4.93K ﹤0.01%
17
-2,964
555
$4.9K ﹤0.01%
184
+159
556
$4.86K ﹤0.01%
6
557
$4.84K ﹤0.01%
+52
558
$4.83K ﹤0.01%
8
+5
559
$4.82K ﹤0.01%
52
-62
560
$4.81K ﹤0.01%
59
-11,517
561
$4.8K ﹤0.01%
20
+12
562
$4.79K ﹤0.01%
13
+9
563
$4.74K ﹤0.01%
+143
564
$4.71K ﹤0.01%
+61
565
$4.71K ﹤0.01%
+232
566
$4.7K ﹤0.01%
111
-26,354
567
$4.67K ﹤0.01%
+57
568
$4.65K ﹤0.01%
17
569
$4.64K ﹤0.01%
47
-8,381
570
$4.61K ﹤0.01%
+586
571
$4.6K ﹤0.01%
+878
572
$4.59K ﹤0.01%
+1,458
573
$4.59K ﹤0.01%
+57
574
$4.59K ﹤0.01%
+39
575
$4.56K ﹤0.01%
192
-37,983
21 22
23
24 25