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
776
$2.05K ﹤0.01%
+126
777
$2.04K ﹤0.01%
+161
778
$2.04K ﹤0.01%
35
-480
779
$2.04K ﹤0.01%
+49
780
$2.02K ﹤0.01%
4
781
$2.02K ﹤0.01%
4
-2,406
782
$2.01K ﹤0.01%
+292
783
$1.99K ﹤0.01%
+102
784
$1.98K ﹤0.01%
+18
785
$1.98K ﹤0.01%
+61
786
$1.97K ﹤0.01%
84
-29
787
$1.97K ﹤0.01%
+11
788
$1.97K ﹤0.01%
128
+6
789
$1.96K ﹤0.01%
17
-202
790
$1.96K ﹤0.01%
+169
791
$1.96K ﹤0.01%
600
792
$1.96K ﹤0.01%
13
-4
793
$1.95K ﹤0.01%
12
794
$1.95K ﹤0.01%
185
-3,012
795
$1.95K ﹤0.01%
29
796
$1.95K ﹤0.01%
39
797
$1.94K ﹤0.01%
+63
798
$1.94K ﹤0.01%
25
+4
799
$1.94K ﹤0.01%
+133
800
$1.94K ﹤0.01%
24
+2
30 31
32
33 34