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
101
$62.3K 0.02%
637
+623
102
$62.2K 0.02%
+117
103
$62.1K 0.02%
+2,566
104
$61.9K 0.02%
1,071
+1,058
105
$61.5K 0.02%
241
+235
106
$61.5K 0.02%
978
-2,048
107
$60.9K 0.02%
+379
108
$60.6K 0.02%
348
109
$60.6K 0.02%
169
-3,274
110
$60.5K 0.02%
+431
111
$60.4K 0.02%
+896
112
$60.1K 0.02%
1,359
+1,355
113
$60K 0.02%
627
114
$60K 0.02%
+227
115
$59.5K 0.02%
+1,034
116
$59.1K 0.02%
+558
117
$59K 0.02%
14
+13
118
$59K 0.02%
+704
119
$57.4K 0.02%
+452
120
$56.9K 0.02%
810
+804
121
$56.8K 0.02%
+461
122
$56.6K 0.02%
+2,156
123
$56.4K 0.02%
169
+168
124
$55.8K 0.02%
4,362
+4,342
125
$55.7K 0.02%
+1,081
3 4
5
6 7