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
676
$262 ﹤0.01%
6
677
$261 ﹤0.01%
2
+1
678
$260 ﹤0.01%
3
679
$260 ﹤0.01%
12
680
$258 ﹤0.01%
4
681
$257 ﹤0.01%
2
682
$257 ﹤0.01%
1
683
$256 ﹤0.01%
12
684
$255 ﹤0.01%
5
685
$254 ﹤0.01%
1
686
$252 ﹤0.01%
1
687
$251 ﹤0.01%
17
+2
688
$251 ﹤0.01%
10
689
$249 ﹤0.01%
20
-13
690
$248 ﹤0.01%
16
691
$247 ﹤0.01%
3
692
$246 ﹤0.01%
4
693
$246 ﹤0.01%
57
+6
694
$244 ﹤0.01%
3
695
$244 ﹤0.01%
4
+2
696
$241 ﹤0.01%
14
697
$241 ﹤0.01%
7
-24,677
698
$241 ﹤0.01%
5
699
$240 ﹤0.01%
5
700
$239 ﹤0.01%
2
-7,706
26 27
28
29 30