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
801
$1.93K ﹤0.01%
24
-1
802
$1.93K ﹤0.01%
+50
803
$1.93K ﹤0.01%
7
804
$1.93K ﹤0.01%
23
805
$1.93K ﹤0.01%
76
-1
806
$1.93K ﹤0.01%
13
+1
807
$1.92K ﹤0.01%
12
+7
808
$1.92K ﹤0.01%
26
+2
809
$1.91K ﹤0.01%
12
-6
810
$1.9K ﹤0.01%
19
811
$1.89K ﹤0.01%
+9
812
$1.87K ﹤0.01%
+211
813
$1.87K ﹤0.01%
+28
814
$1.86K ﹤0.01%
+31
815
$1.86K ﹤0.01%
52
+8
816
$1.85K ﹤0.01%
+676
817
$1.84K ﹤0.01%
+42
818
$1.83K ﹤0.01%
+51
819
$1.82K ﹤0.01%
20
+1
820
$1.81K ﹤0.01%
+31
821
$1.8K ﹤0.01%
23
-1
822
$1.79K ﹤0.01%
6
823
$1.76K ﹤0.01%
17
824
$1.75K ﹤0.01%
+36
825
$1.75K ﹤0.01%
3
31 32
33
34 35