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
876
$1.44K ﹤0.01%
+51
877
$1.44K ﹤0.01%
4
+1
878
$1.44K ﹤0.01%
+25
879
$1.44K ﹤0.01%
14
-33
880
$1.43K ﹤0.01%
+16
881
$1.42K ﹤0.01%
+87
882
$1.41K ﹤0.01%
+105
883
$1.41K ﹤0.01%
27
+6
884
$1.41K ﹤0.01%
45
885
$1.41K ﹤0.01%
84
+4
886
$1.39K ﹤0.01%
+193
887
$1.39K ﹤0.01%
26
+6
888
$1.39K ﹤0.01%
11
-1
889
$1.37K ﹤0.01%
+31
890
$1.37K ﹤0.01%
41
+6
891
$1.37K ﹤0.01%
+74
892
$1.36K ﹤0.01%
+53
893
$1.36K ﹤0.01%
+65
894
$1.36K ﹤0.01%
6
-1
895
$1.34K ﹤0.01%
+157
896
$1.34K ﹤0.01%
17
897
$1.34K ﹤0.01%
143
898
$1.33K ﹤0.01%
67
-1
899
$1.32K ﹤0.01%
6
-1
900
$1.32K ﹤0.01%
27
34 35
36
37 38