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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$766K 0.32%
4,191
+49
77
$763K 0.32%
5,395
+66
78
$762K 0.32%
9,077
+1,177
79
$758K 0.32%
3,999
-375
80
$754K 0.32%
5,152
+139
81
$750K 0.31%
5,722
+325
82
$750K 0.31%
13,032
-130
83
$741K 0.31%
3,761
+11
84
$734K 0.31%
7,683
+67
85
$732K 0.31%
15,123
+15,122
86
$730K 0.31%
17,217
+359
87
$730K 0.31%
15,524
-34
88
$729K 0.31%
16,431
+16,421
89
$729K 0.31%
11,956
-1,049
90
$724K 0.3%
24,194
-1,915
91
$716K 0.3%
7,245
-39
92
$714K 0.3%
+13,118
93
$710K 0.3%
14,971
+4,408
94
$708K 0.3%
9,040
+267
95
$699K 0.29%
4,908
+99
96
$695K 0.29%
12,977
+12,969
97
$689K 0.29%
1,676
+19
98
$688K 0.29%
17,338
+5,612
99
$679K 0.28%
19,450
+167
100
$652K 0.27%
7,864
+373
2 3
4
5 6