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
701
$2.73K ﹤0.01%
39
-8
702
$2.73K ﹤0.01%
+98
703
$2.71K ﹤0.01%
137
+74
704
$2.7K ﹤0.01%
85
-2
705
$2.69K ﹤0.01%
23
-2
706
$2.68K ﹤0.01%
+7
707
$2.68K ﹤0.01%
203
-24
708
$2.67K ﹤0.01%
+2,569
709
$2.66K ﹤0.01%
+6
710
$2.66K ﹤0.01%
33
+4
711
$2.61K ﹤0.01%
20
+8
712
$2.61K ﹤0.01%
+916
713
$2.61K ﹤0.01%
+380
714
$2.6K ﹤0.01%
57
-1
715
$2.6K ﹤0.01%
+105
716
$2.6K ﹤0.01%
+87
717
$2.59K ﹤0.01%
7
-84
718
$2.59K ﹤0.01%
+37
719
$2.56K ﹤0.01%
+159
720
$2.56K ﹤0.01%
63
-23
721
$2.56K ﹤0.01%
+214
722
$2.53K ﹤0.01%
+232
723
$2.53K ﹤0.01%
28
724
$2.52K ﹤0.01%
73
-1
725
$2.51K ﹤0.01%
44
+17
27 28
29
30 31