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
826
$62 ﹤0.01%
1
827
$61 ﹤0.01%
1
828
$61 ﹤0.01%
22
+2
829
$60 ﹤0.01%
1
830
$59 ﹤0.01%
5
-30
831
$57 ﹤0.01%
+1
832
$57 ﹤0.01%
3
833
$53 ﹤0.01%
17
834
$52 ﹤0.01%
2
+1
835
$47 ﹤0.01%
3
836
$47 ﹤0.01%
5
837
– –
0
838
$46 ﹤0.01%
1
839
$44 ﹤0.01%
11
-196
840
$42 ﹤0.01%
8
841
$39 ﹤0.01%
1
842
$38 ﹤0.01%
1
843
$37 ﹤0.01%
+2
844
$37 ﹤0.01%
1
845
$36 ﹤0.01%
3
+1
846
$35 ﹤0.01%
+1
847
$34 ﹤0.01%
3
848
$31 ﹤0.01%
4
+1
849
$30 ﹤0.01%
+1
850
$28 ﹤0.01%
3
+1
32 33
34
35 36