TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,918
New
Increased
Reduced
Closed

Top Sells

1 +$269K
2 +$231K
3 +$197K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$193K
5
FTNT icon
Fortinet
FTNT
+$136K

Sector Composition

1 Technology 4.05%
2 Industrials 2.58%
3 Financials 2.02%
4 Consumer Discretionary 1.98%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$16.4K 0.01%
545
+452
677
$16.4K 0.01%
314
+30
678
$16.4K 0.01%
176
-120
679
$16.4K 0.01%
317
+307
680
$16.3K 0.01%
199
+2
681
$16.3K 0.01%
166
682
$16.2K ﹤0.01%
+250
683
$16.1K ﹤0.01%
+2
684
$16K ﹤0.01%
270
+186
685
$16K ﹤0.01%
48
+3
686
$16K ﹤0.01%
140
+113
687
$16K ﹤0.01%
1,198
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688
$16K ﹤0.01%
99
+21
689
$15.9K ﹤0.01%
501
+184
690
$15.9K ﹤0.01%
267
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691
$15.9K ﹤0.01%
478
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692
$15.8K ﹤0.01%
678
693
$15.8K ﹤0.01%
+819
694
$15.7K ﹤0.01%
652
-10
695
$15.7K ﹤0.01%
291
+288
696
$15.7K ﹤0.01%
317
+163
697
$15.6K ﹤0.01%
1,305
+149
698
$15.6K ﹤0.01%
98
+69
699
$15.5K ﹤0.01%
371
+253
700
$15.4K ﹤0.01%
343
+99