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
701
$152 ﹤0.01%
+3
702
$150 ﹤0.01%
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703
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704
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705
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706
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707
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708
$144 ﹤0.01%
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709
$144 ﹤0.01%
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710
$142 ﹤0.01%
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711
$141 ﹤0.01%
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712
$141 ﹤0.01%
+2
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$139 ﹤0.01%
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714
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$135 ﹤0.01%
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717
$134 ﹤0.01%
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$129 ﹤0.01%
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719
$128 ﹤0.01%
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720
$123 ﹤0.01%
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721
$120 ﹤0.01%
+1
722
$120 ﹤0.01%
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723
$120 ﹤0.01%
+1
724
$117 ﹤0.01%
+11
725
$115 ﹤0.01%
+2
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