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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.35%
24,289
-1,538
52
$824K 0.35%
1,532
+41
53
$822K 0.34%
5,887
+5,815
54
$820K 0.34%
3,391
+253
55
$812K 0.34%
4,527
-118
56
$807K 0.34%
8,596
-438
57
$807K 0.34%
7,325
-249
58
$805K 0.34%
+53,061
59
$803K 0.34%
21,575
+21,561
60
$802K 0.34%
9,941
-549
61
$802K 0.34%
13,941
+133
62
$799K 0.34%
14,084
+13
63
$799K 0.34%
15,386
+15,333
64
$797K 0.33%
7,418
+50
65
$794K 0.33%
13,679
+13,675
66
$793K 0.33%
3,321
-72
67
$791K 0.33%
3,205
-121
68
$790K 0.33%
5,693
+5,689
69
$789K 0.33%
6,066
+150
70
$784K 0.33%
9,454
-1,400
71
$782K 0.33%
13,238
-400
72
$775K 0.33%
+38,641
73
$773K 0.32%
15,556
-1,006
74
$771K 0.32%
8,546
+733
75
$770K 0.32%
16,668
+550
1 2
3
4 5