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
851
$1.58K ﹤0.01%
9
852
$1.58K ﹤0.01%
+229
853
$1.58K ﹤0.01%
21
854
$1.58K ﹤0.01%
7
855
$1.57K ﹤0.01%
16
856
$1.57K ﹤0.01%
10
857
$1.55K ﹤0.01%
9
-1
858
$1.55K ﹤0.01%
10
859
$1.53K ﹤0.01%
26
-1
860
$1.52K ﹤0.01%
3
861
$1.51K ﹤0.01%
+57
862
$1.51K ﹤0.01%
10
863
$1.5K ﹤0.01%
+61
864
$1.5K ﹤0.01%
+24
865
$1.49K ﹤0.01%
10
+2
866
$1.49K ﹤0.01%
+172
867
$1.48K ﹤0.01%
9
868
$1.48K ﹤0.01%
3
869
$1.47K ﹤0.01%
5
870
$1.46K ﹤0.01%
17
871
$1.45K ﹤0.01%
12
+1
872
$1.45K ﹤0.01%
+30
873
$1.45K ﹤0.01%
5
874
$1.45K ﹤0.01%
32
875
$1.44K ﹤0.01%
+707
33 34
35
36 37