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
776
$133 ﹤0.01%
4
777
$133 ﹤0.01%
50
778
$130 ﹤0.01%
2
779
$126 ﹤0.01%
15
+1
780
$122 ﹤0.01%
2
781
$117 ﹤0.01%
2
782
$117 ﹤0.01%
1
783
$112 ﹤0.01%
1
784
$111 ﹤0.01%
11
785
$109 ﹤0.01%
3
+1
786
$108 ﹤0.01%
1
-9
787
$105 ﹤0.01%
4
788
$104 ﹤0.01%
5
+4
789
$104 ﹤0.01%
3
+2
790
$96 ﹤0.01%
9
791
$96 ﹤0.01%
1
792
$96 ﹤0.01%
1
793
$94 ﹤0.01%
+2
794
$93 ﹤0.01%
4
+3
795
$93 ﹤0.01%
2
796
$91 ﹤0.01%
5
797
$90 ﹤0.01%
2
798
$89 ﹤0.01%
+1
799
$89 ﹤0.01%
2
+1
800
$88 ﹤0.01%
5
30 31
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33 34