We are live on ! Find out more
TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$3.16M
3
+$2.89M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.77M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.65M

Top Sells

1
+$3.04M
2
+$1.94M
3
+$1.17M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M
5
AVGO icon
Broadcom
AVGO
+$963K

Sector Composition

1 Technology 4.02%
2 Industrials 3.32%
3 Consumer Discretionary 3.13%
4 Healthcare 3%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$30 ﹤0.01%
9
+3
777
$25 ﹤0.01%
4
-5
778
$20 ﹤0.01%
1
779
$19 ﹤0.01%
1
780
$15 ﹤0.01%
1
781
$8 ﹤0.01%
+1
782
– –
-2
783
– –
-74
784
– –
-1
785
– –
-2
786
– –
-44
787
– –
-20
788
– –
-78
789
– –
-2
790
– –
-26
791
– –
-11
792
– –
-48
793
– –
-50
794
– –
-85
795
– –
-25
796
– –
-6
797
– –
-1,000
798
– –
-18
799
– –
-7
800
– –
-24
30 31
32
33 34