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
676
$3.15K ﹤0.01%
3
677
$3.15K ﹤0.01%
+334
678
$3.15K ﹤0.01%
+457
679
$3.15K ﹤0.01%
+70
680
$3.12K ﹤0.01%
3
681
$3.1K ﹤0.01%
5
682
$3.08K ﹤0.01%
+548
683
$3.05K ﹤0.01%
16
+3
684
$3.02K ﹤0.01%
+97
685
$3.02K ﹤0.01%
+95
686
$3K ﹤0.01%
+840
687
$3K ﹤0.01%
+127
688
$2.98K ﹤0.01%
+55
689
$2.96K ﹤0.01%
25
-7
690
$2.95K ﹤0.01%
+62
691
$2.95K ﹤0.01%
+133
692
$2.92K ﹤0.01%
+65
693
$2.92K ﹤0.01%
+157
694
$2.86K ﹤0.01%
+1,319
695
$2.84K ﹤0.01%
+327
696
$2.83K ﹤0.01%
+45
697
$2.83K ﹤0.01%
164
-5
698
$2.79K ﹤0.01%
+81
699
$2.77K ﹤0.01%
+984
700
$2.76K ﹤0.01%
12
-1
26 27
28
29 30