We are live on ! Find out more
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
$258M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$863K
3
+$687K
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$577K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$310K

Top Sells

1
+$731K
2
+$585K
3
+$406K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$400K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$164K

Sector Composition

1 Technology 2.38%
2 Industrials 1.39%
3 Consumer Discretionary 1.1%
4 Financials 1.07%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
– –
-315
1377
– –
-62
1378
– –
-4
1379
– –
-20
1380
– –
-65
1381
– –
-1
1382
– –
-161
1383
– –
-31
1384
– –
-31
1385
– –
-274
1386
– –
-67
1387
– –
-123
1388
– –
-16
1389
– –
-216
1390
– –
-6
1391
– –
-193
1392
– –
-1,825
1393
– –
-5
1394
– –
-830
1395
– –
-302
1396
– –
-1
1397
– –
-95
1398
– –
-91
1399
– –
-4
1400
– –
-194
54 55
56
57 58