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
76
$79.5K 0.03%
1,280
+1,266
77
$79.1K 0.03%
+336
78
$76.9K 0.03%
+4,382
79
$76.9K 0.03%
307
+302
80
$76.1K 0.03%
1,120
81
$75.3K 0.03%
+4,293
82
$74.6K 0.03%
588
+583
83
$74.5K 0.03%
718
+672
84
$72.8K 0.03%
448
+445
85
$69.2K 0.03%
250
86
$68.7K 0.03%
653
+308
87
$68.3K 0.03%
+1,036
88
$68.2K 0.03%
592
+587
89
$67.5K 0.03%
836
90
$67.4K 0.03%
+1,076
91
$67.3K 0.03%
572
92
$66.9K 0.03%
383
93
$66.6K 0.03%
695
+685
94
$66.4K 0.03%
509
+507
95
$66.3K 0.03%
+881
96
$65.5K 0.03%
318
+302
97
$65.4K 0.03%
1,103
+1,093
98
$65.2K 0.03%
1,260
+942
99
$63.9K 0.02%
130
100
$63.5K 0.02%
610
+598
2 3
4
5 6