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
$401M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.75M
3
+$5.52M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.86M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.8M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$1.16M
4
USB icon
US Bancorp
USB
+$985K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.3%
3 Financials 2.24%
4 Healthcare 2.14%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.23%
4,817
-377
52
$913K 0.23%
+2,296
53
$903K 0.23%
5,390
-142
54
$900K 0.22%
24,919
-771
55
$899K 0.22%
12,509
-117
56
$897K 0.22%
3,925
-62
57
$892K 0.22%
5,440
-324
58
$888K 0.22%
+18,084
59
$887K 0.22%
16,602
+588
60
$885K 0.22%
29,270
-807
61
$882K 0.22%
20,581
-423
62
$876K 0.22%
+78,483
63
$876K 0.22%
10,673
+217
64
$875K 0.22%
16,894
-11
65
$871K 0.22%
2,941
-32
66
$867K 0.22%
20,652
-194
67
$867K 0.22%
10,026
-97
68
$860K 0.21%
6,649
+202
69
$858K 0.21%
14,217
+247
70
$853K 0.21%
7,723
-111
71
$851K 0.21%
30,511
+729
72
$845K 0.21%
5,357
+120
73
$843K 0.21%
8,239
+67
74
$841K 0.21%
35,430
+914
75
$835K 0.21%
7,709
+319
1 2
3
4 5