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
751
$79 ﹤0.01%
+1
752
$79 ﹤0.01%
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753
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754
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+1
756
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757
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758
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759
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760
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762
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766
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767
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769
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770
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772
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+1
774
$51 ﹤0.01%
+33
775
$50 ﹤0.01%
+1
29 30
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32 33