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
626
$3.84K ﹤0.01%
+94
627
$3.84K ﹤0.01%
+57
628
$3.83K ﹤0.01%
41
-8,424
629
$3.83K ﹤0.01%
42
-11,764
630
$3.82K ﹤0.01%
+37
631
$3.81K ﹤0.01%
55
-12,534
632
$3.81K ﹤0.01%
+549
633
$3.79K ﹤0.01%
46
+43
634
$3.77K ﹤0.01%
219
-52,757
635
$3.77K ﹤0.01%
102
-1
636
$3.73K ﹤0.01%
21
-5,393
637
$3.72K ﹤0.01%
+194
638
$3.7K ﹤0.01%
+605
639
$3.7K ﹤0.01%
27
-6,200
640
$3.68K ﹤0.01%
124
-24,938
641
$3.64K ﹤0.01%
+134
642
$3.64K ﹤0.01%
+34
643
$3.64K ﹤0.01%
7
644
$3.64K ﹤0.01%
41
-8,935
645
$3.62K ﹤0.01%
+303
646
$3.59K ﹤0.01%
19
-4,699
647
$3.59K ﹤0.01%
+157
648
$3.58K ﹤0.01%
+247
649
$3.58K ﹤0.01%
315
-78,185
650
$3.57K ﹤0.01%
+96
24 25
26
27 28