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TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
+$3.28M
2
+$2.84M
3
+$1.49M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.44M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.33M

Top Sells

1
+$1.52M
2
+$906K
3
+$898K
4
EME icon
Emcor
EME
+$867K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$850K

Sector Composition

1 Technology 5.42%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$644K 0.27%
40,189
+5,160
102
$632K 0.26%
5,448
103
$576K 0.24%
12,334
+1
104
$560K 0.23%
13,850
-63
105
$539K 0.23%
20,423
-328
106
$530K 0.22%
6,304
107
$524K 0.22%
2,525
+60
108
$358K 0.15%
7,293
+7,227
109
$344K 0.14%
7,502
-83
110
$312K 0.13%
+13,515
111
$288K 0.12%
5,703
112
$287K 0.12%
2,617
+1,456
113
$258K 0.11%
1,581
+801
114
$246K 0.1%
3,313
+2,795
115
$236K 0.1%
500
-1,651
116
$236K 0.1%
5,206
117
$234K 0.1%
2,333
+17
118
$213K 0.09%
6,625
119
$177K 0.07%
+3,359
120
$171K 0.07%
1,277
+124
121
$155K 0.07%
2,650
-1,700
122
$154K 0.06%
4,680
-1,735
123
$139K 0.06%
1,310
124
$134K 0.06%
803
+15
125
$133K 0.06%
2,760
3 4
5
6 7