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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$103K 0.05%
+1,729
127
$102K 0.05%
+1,187
128
$99.7K 0.05%
+1,130
129
$91.2K 0.04%
+354
130
$83.1K 0.04%
+641
131
$82.8K 0.04%
+459
132
$78.1K 0.04%
+514
133
$75.7K 0.04%
+565
134
$75.7K 0.04%
+245
135
$75.3K 0.03%
+1,000
136
$75.1K 0.03%
+440
137
$73.3K 0.03%
+1,665
138
$66K 0.03%
+2,622
139
$61.8K 0.03%
+1,008
140
$61.7K 0.03%
+4,220
141
$60.5K 0.03%
+253
142
$59.6K 0.03%
+572
143
$55.9K 0.03%
+1,508
144
$53.4K 0.02%
+348
145
$50.5K 0.02%
+394
146
$50K 0.02%
+595
147
$49.6K 0.02%
+2,000
148
$49.5K 0.02%
+3,509
149
$48.3K 0.02%
+518
150
$46.8K 0.02%
+800
4 5
6
7 8