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
576
$406 ﹤0.01%
2
577
$404 ﹤0.01%
4
578
$400 ﹤0.01%
4
579
$398 ﹤0.01%
4
580
$397 ﹤0.01%
11
581
$397 ﹤0.01%
3
582
$393 ﹤0.01%
9
+1
583
$393 ﹤0.01%
5
584
$392 ﹤0.01%
5
585
$391 ﹤0.01%
10
586
$389 ﹤0.01%
4
587
$388 ﹤0.01%
9
+1
588
$388 ﹤0.01%
3
589
$387 ﹤0.01%
10
-31
590
$387 ﹤0.01%
1
-1
591
$380 ﹤0.01%
4
-67
592
$375 ﹤0.01%
45
593
$374 ﹤0.01%
4
594
$373 ﹤0.01%
1
595
$373 ﹤0.01%
2
596
$368 ﹤0.01%
4
597
$367 ﹤0.01%
3
598
$365 ﹤0.01%
3
599
$363 ﹤0.01%
7
-1
600
$362 ﹤0.01%
5
+2
22 23
24
25 26