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
751
$2.29K ﹤0.01%
161
752
$2.28K ﹤0.01%
+24
753
$2.28K ﹤0.01%
+57
754
$2.25K ﹤0.01%
28
+2
755
$2.25K ﹤0.01%
5
756
$2.25K ﹤0.01%
+23
757
$2.24K ﹤0.01%
74
-23
758
$2.24K ﹤0.01%
+216
759
$2.23K ﹤0.01%
47
760
$2.23K ﹤0.01%
4
761
$2.21K ﹤0.01%
+122
762
$2.2K ﹤0.01%
+55
763
$2.18K ﹤0.01%
155
+3
764
$2.17K ﹤0.01%
6
765
$2.15K ﹤0.01%
+110
766
$2.14K ﹤0.01%
8
767
$2.13K ﹤0.01%
+74
768
$2.13K ﹤0.01%
9
+1
769
$2.12K ﹤0.01%
+349
770
$2.12K ﹤0.01%
17
+4
771
$2.1K ﹤0.01%
23
+5
772
$2.08K ﹤0.01%
7
+2
773
$2.06K ﹤0.01%
52
+21
774
$2.06K ﹤0.01%
11
+1
775
$2.06K ﹤0.01%
134
-18
29 30
31
32 33