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
976
$987 ﹤0.01%
14
977
$987 ﹤0.01%
9
+1
978
$981 ﹤0.01%
31
+2
979
$979 ﹤0.01%
+28
980
$973 ﹤0.01%
3
+1
981
$972 ﹤0.01%
16
+2
982
$971 ﹤0.01%
7
983
$968 ﹤0.01%
+42
984
$967 ﹤0.01%
10
-1
985
$955 ﹤0.01%
21
986
$950 ﹤0.01%
+1
987
$950 ﹤0.01%
+12
988
$946 ﹤0.01%
7
989
$943 ﹤0.01%
9
990
$939 ﹤0.01%
+3
991
$938 ﹤0.01%
13
992
$927 ﹤0.01%
6
-2
993
$911 ﹤0.01%
28
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994
$906 ﹤0.01%
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995
$902 ﹤0.01%
6
996
$899 ﹤0.01%
10
+2
997
$899 ﹤0.01%
7
998
$894 ﹤0.01%
27
+4
999
$888 ﹤0.01%
+472
1000
$883 ﹤0.01%
30
-1
38 39
40
41 42