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
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