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
826
$1.75K ﹤0.01%
13
827
$1.74K ﹤0.01%
7
-1
828
$1.74K ﹤0.01%
+54
829
$1.74K ﹤0.01%
+142
830
$1.73K ﹤0.01%
+35
831
$1.73K ﹤0.01%
9
832
$1.71K ﹤0.01%
4
833
$1.71K ﹤0.01%
20
834
$1.71K ﹤0.01%
+139
835
$1.71K ﹤0.01%
+246
836
$1.7K ﹤0.01%
+359
837
$1.69K ﹤0.01%
+75
838
$1.65K ﹤0.01%
+102
839
$1.65K ﹤0.01%
+830
840
$1.65K ﹤0.01%
+26
841
$1.65K ﹤0.01%
+40
842
$1.64K ﹤0.01%
+97
843
$1.62K ﹤0.01%
600
844
$1.61K ﹤0.01%
+21
845
$1.61K ﹤0.01%
9
846
$1.61K ﹤0.01%
18
+1
847
$1.6K ﹤0.01%
22
848
$1.59K ﹤0.01%
8
+2
849
$1.59K ﹤0.01%
9
850
$1.59K ﹤0.01%
19
32 33
34
35 36