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
626
$331 ﹤0.01%
5
-74
627
$330 ﹤0.01%
9
628
$330 ﹤0.01%
1
629
$329 ﹤0.01%
+7
630
$328 ﹤0.01%
3
631
$327 ﹤0.01%
3
632
$327 ﹤0.01%
5
+2
633
$325 ﹤0.01%
4
634
$325 ﹤0.01%
71
635
$324 ﹤0.01%
6
636
$321 ﹤0.01%
3
637
$321 ﹤0.01%
8
638
$319 ﹤0.01%
1
639
$319 ﹤0.01%
1
640
$318 ﹤0.01%
9
641
$318 ﹤0.01%
1
642
$318 ﹤0.01%
200
643
$317 ﹤0.01%
2
644
$315 ﹤0.01%
3
645
$314 ﹤0.01%
4
646
$314 ﹤0.01%
3
647
$312 ﹤0.01%
+3
648
$312 ﹤0.01%
+9
649
$311 ﹤0.01%
4
650
$310 ﹤0.01%
7
24 25
26
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