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
51
$787K 0.36%
+7,574
52
$786K 0.36%
+13,808
53
$786K 0.36%
+16,495
54
$785K 0.36%
+10,490
55
$784K 0.36%
+25,827
56
$781K 0.36%
+11,511
57
$779K 0.36%
+5,865
58
$777K 0.36%
+18,833
59
$776K 0.36%
+9,006
60
$773K 0.36%
+16,562
61
$773K 0.36%
+7,708
62
$772K 0.36%
+3,218
63
$770K 0.36%
+7,491
64
$767K 0.36%
+13,162
65
$762K 0.35%
+4,809
66
$761K 0.35%
+1,491
67
$760K 0.35%
+5,397
68
$760K 0.35%
+3,326
69
$760K 0.35%
+27,368
70
$759K 0.35%
+3,750
71
$757K 0.35%
+4,645
72
$754K 0.35%
+13,005
73
$752K 0.35%
+14,071
74
$750K 0.35%
+9,034
75
$747K 0.35%
+16,118
1 2
3
4 5