TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,918
New
Increased
Reduced
Closed

Top Sells

1 +$269K
2 +$231K
3 +$197K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$193K
5
FTNT icon
Fortinet
FTNT
+$136K

Sector Composition

1 Technology 4.05%
2 Industrials 2.58%
3 Financials 2.02%
4 Consumer Discretionary 1.98%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$20.6K 0.01%
269
+146
602
$20.6K 0.01%
387
+33
603
$20.6K 0.01%
305
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604
$20.5K 0.01%
139
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605
$20.4K 0.01%
565
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606
$20.4K 0.01%
42
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607
$20.3K 0.01%
130
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608
$20.2K 0.01%
91
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609
$20.2K 0.01%
781
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610
$20K 0.01%
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611
$20K 0.01%
220
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612
$20K 0.01%
236
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613
$19.9K 0.01%
1,703
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614
$19.9K 0.01%
660
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$19.9K 0.01%
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$19.9K 0.01%
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$19.9K 0.01%
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$19.9K 0.01%
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$19.8K 0.01%
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$19.7K 0.01%
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$19.7K 0.01%
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$19.7K 0.01%
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623
$19.7K 0.01%
781
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624
$19.6K 0.01%
570
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$19.5K 0.01%
203