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
$355M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$6.93M
3
+$4.01M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.48M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.12M

Top Sells

1
+$7.4M
2
+$1.01M
3
+$924K
4
ASX icon
ASE Group
ASX
+$871K
5
UFPI icon
UFP Industries
UFPI
+$864K

Sector Composition

1 Technology 3.84%
2 Healthcare 2.47%
3 Consumer Discretionary 2.38%
4 Financials 2.11%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$20 ﹤0.01%
1
777
$15 ﹤0.01%
2
778
– –
-4
779
– –
-371
780
– –
-142
781
– –
-1
782
– –
-12,586
783
– –
-29
784
– –
-1
785
– –
-9
786
– –
-8,441
787
– –
-7
788
– –
-44
789
– –
-25
790
– –
-1
791
– –
-2
792
– –
-5
793
– –
-23,752
794
– –
-165
795
– –
-1
796
– –
-1
797
– –
-50
798
– –
-2,932
799
– –
-43
800
– –
-5,551
29 30 31
32
33