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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$182 ﹤0.01%
+10
677
$181 ﹤0.01%
+2
678
$180 ﹤0.01%
+44
679
$180 ﹤0.01%
+3
680
$180 ﹤0.01%
+150
681
$178 ﹤0.01%
+6
682
$176 ﹤0.01%
+2
683
$174 ﹤0.01%
+5
684
$173 ﹤0.01%
+3
685
$173 ﹤0.01%
+7
686
$170 ﹤0.01%
+3
687
$169 ﹤0.01%
+1
688
$168 ﹤0.01%
+1
689
$167 ﹤0.01%
+1
690
$166 ﹤0.01%
+1
691
$164 ﹤0.01%
+1
692
$162 ﹤0.01%
+4
693
$161 ﹤0.01%
+1
694
$159 ﹤0.01%
+1
695
$159 ﹤0.01%
+5
696
$157 ﹤0.01%
+17
697
$154 ﹤0.01%
+1
698
$153 ﹤0.01%
+2
699
$152 ﹤0.01%
+3
700
$152 ﹤0.01%
+9
26 27
28
29 30