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
726
$203 ﹤0.01%
1
727
$203 ﹤0.01%
2
728
$202 ﹤0.01%
1
729
$202 ﹤0.01%
5
730
$201 ﹤0.01%
1
731
$201 ﹤0.01%
2
732
$201 ﹤0.01%
4
733
$199 ﹤0.01%
1
734
$199 ﹤0.01%
19
735
$198 ﹤0.01%
3
736
$197 ﹤0.01%
48
+4
737
$196 ﹤0.01%
1
738
$196 ﹤0.01%
7
739
$195 ﹤0.01%
1
740
$195 ﹤0.01%
9
741
$194 ﹤0.01%
2
742
$192 ﹤0.01%
3
743
$190 ﹤0.01%
11
+1
744
$187 ﹤0.01%
3
745
$185 ﹤0.01%
1
746
$184 ﹤0.01%
1
747
$175 ﹤0.01%
10
748
$173 ﹤0.01%
+3
749
$172 ﹤0.01%
1
750
$172 ﹤0.01%
1
28 29
30
31 32