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
726
$114 ﹤0.01%
+1
727
$112 ﹤0.01%
+1
728
$110 ﹤0.01%
+4
729
$110 ﹤0.01%
+33
730
$109 ﹤0.01%
+1
731
$101 ﹤0.01%
+3
732
$98 ﹤0.01%
+8
733
$96 ﹤0.01%
+2
734
$94 ﹤0.01%
+9
735
$94 ﹤0.01%
+1
736
$93 ﹤0.01%
+2
737
$92 ﹤0.01%
+5
738
– –
0
739
$91 ﹤0.01%
+4
740
$91 ﹤0.01%
+14
741
$90 ﹤0.01%
+1
742
$90 ﹤0.01%
+2
743
$88 ﹤0.01%
+2
744
$88 ﹤0.01%
+1
745
$86 ﹤0.01%
+2
746
$86 ﹤0.01%
+1
747
$82 ﹤0.01%
+2
748
$82 ﹤0.01%
+5
749
$81 ﹤0.01%
+4
750
$79 ﹤0.01%
+10
28 29
30
31 32