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
951
$1.09K ﹤0.01%
+57
952
$1.09K ﹤0.01%
42
+4
953
$1.08K ﹤0.01%
2
+1
954
$1.08K ﹤0.01%
+84
955
$1.08K ﹤0.01%
14
+2
956
$1.08K ﹤0.01%
9
-39
957
$1.08K ﹤0.01%
22
+7
958
$1.08K ﹤0.01%
2
-1
959
$1.08K ﹤0.01%
+327
960
$1.07K ﹤0.01%
4
-50
961
$1.07K ﹤0.01%
+21
962
$1.06K ﹤0.01%
15
+2
963
$1.06K ﹤0.01%
16
+5
964
$1.05K ﹤0.01%
4
965
$1.04K ﹤0.01%
20
+2
966
$1.04K ﹤0.01%
98
967
$1.03K ﹤0.01%
+111
968
$1.03K ﹤0.01%
17
+1
969
$1.02K ﹤0.01%
+10
970
$1.02K ﹤0.01%
+14
971
$1.01K ﹤0.01%
25
+3
972
$1.01K ﹤0.01%
10
-1
973
$999 ﹤0.01%
+195
974
$995 ﹤0.01%
9
975
$994 ﹤0.01%
9
+1
37 38
39
40 41