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
601
$4.19K ﹤0.01%
105
-18,845
602
$4.19K ﹤0.01%
84
-22,071
603
$4.19K ﹤0.01%
117
+116
604
$4.17K ﹤0.01%
87
-16,600
605
$4.17K ﹤0.01%
10
-59
606
$4.17K ﹤0.01%
15
-69
607
$4.15K ﹤0.01%
15
608
$4.15K ﹤0.01%
+166
609
$4.12K ﹤0.01%
64
-15,599
610
$4.09K ﹤0.01%
+20
611
$4.07K ﹤0.01%
+57
612
$4.07K ﹤0.01%
10
-2,828
613
$4.04K ﹤0.01%
+349
614
$4.02K ﹤0.01%
+17
615
$4K ﹤0.01%
+720
616
$3.99K ﹤0.01%
+53
617
$3.96K ﹤0.01%
+263
618
$3.95K ﹤0.01%
239
-56,683
619
$3.93K ﹤0.01%
38
-7,666
620
$3.92K ﹤0.01%
68
-16,741
621
$3.88K ﹤0.01%
99
-24,525
622
$3.88K ﹤0.01%
131
-1,987
623
$3.87K ﹤0.01%
5
624
$3.86K ﹤0.01%
20
-5,501
625
$3.85K ﹤0.01%
+127
23 24
25
26 27