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
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.5K ﹤0.01%
+181
727
$2.5K ﹤0.01%
19
728
$2.5K ﹤0.01%
+195
729
$2.49K ﹤0.01%
+117
730
$2.49K ﹤0.01%
213
-9
731
$2.47K ﹤0.01%
+305
732
$2.47K ﹤0.01%
+81
733
$2.47K ﹤0.01%
+161
734
$2.45K ﹤0.01%
34
+28
735
$2.45K ﹤0.01%
+7
736
$2.42K ﹤0.01%
+17
737
$2.42K ﹤0.01%
47
-141
738
$2.41K ﹤0.01%
247
+52
739
$2.39K ﹤0.01%
+16
740
$2.38K ﹤0.01%
+161
741
$2.35K ﹤0.01%
+14
742
$2.35K ﹤0.01%
163
-18
743
$2.34K ﹤0.01%
24
+5
744
$2.34K ﹤0.01%
+31
745
$2.34K ﹤0.01%
13
746
$2.31K ﹤0.01%
+216
747
$2.31K ﹤0.01%
17
-2
748
$2.31K ﹤0.01%
13
+1
749
$2.3K ﹤0.01%
30
750
$2.3K ﹤0.01%
16
-3
28 29
30
31 32