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
801
$87 ﹤0.01%
1
802
$86 ﹤0.01%
+2
803
$83 ﹤0.01%
1
804
$82 ﹤0.01%
1
805
$82 ﹤0.01%
2
806
$82 ﹤0.01%
3
807
$81 ﹤0.01%
1
808
$80 ﹤0.01%
2
809
– –
0
810
$79 ﹤0.01%
1
811
$77 ﹤0.01%
1
812
$77 ﹤0.01%
1
813
$74 ﹤0.01%
1
814
$74 ﹤0.01%
33
815
$73 ﹤0.01%
1
816
$73 ﹤0.01%
11
+1
817
$73 ﹤0.01%
4
818
$72 ﹤0.01%
1
819
$70 ﹤0.01%
40
+7
820
$70 ﹤0.01%
2
+1
821
$68 ﹤0.01%
1
822
$67 ﹤0.01%
1
823
$67 ﹤0.01%
2
+1
824
$66 ﹤0.01%
+9
825
$65 ﹤0.01%
+1
31 32
33
34 35