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
901
$1.31K ﹤0.01%
10
902
$1.31K ﹤0.01%
12
+4
903
$1.31K ﹤0.01%
3
+1
904
$1.31K ﹤0.01%
35
+19
905
$1.3K ﹤0.01%
+63
906
$1.3K ﹤0.01%
+70
907
$1.29K ﹤0.01%
9
908
$1.28K ﹤0.01%
+561
909
$1.28K ﹤0.01%
+17
910
$1.28K ﹤0.01%
+70
911
$1.28K ﹤0.01%
+8
912
$1.27K ﹤0.01%
8
913
$1.26K ﹤0.01%
7
+2
914
$1.26K ﹤0.01%
9
+1
915
$1.25K ﹤0.01%
+253
916
$1.25K ﹤0.01%
+37
917
$1.25K ﹤0.01%
+324
918
$1.25K ﹤0.01%
+59
919
$1.25K ﹤0.01%
43
-10
920
$1.25K ﹤0.01%
5
921
$1.25K ﹤0.01%
12
922
$1.24K ﹤0.01%
+331
923
$1.24K ﹤0.01%
30
924
$1.23K ﹤0.01%
11
925
$1.23K ﹤0.01%
46
35 36
37
38 39