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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$132K 0.06%
2,100
127
$132K 0.06%
4,600
128
$125K 0.05%
842
+78
129
$125K 0.05%
1,202
+72
130
$124K 0.05%
303
-14
131
$116K 0.05%
4,190
-30
132
$116K 0.05%
1,017
133
$116K 0.05%
1,328
+1,320
134
$115K 0.05%
1,116
+521
135
$112K 0.05%
453
136
$110K 0.05%
3,409
137
$101K 0.04%
1,729
138
$101K 0.04%
1,187
139
$94.6K 0.04%
661
+20
140
$94.5K 0.04%
306
+61
141
$91.3K 0.04%
311
-43
142
$82.4K 0.03%
633
+68
143
$79.7K 0.03%
437
-22
144
$79.2K 0.03%
514
145
$76.5K 0.03%
380
+370
146
$72.7K 0.03%
1,665
147
$69K 0.03%
+5,551
148
$65.3K 0.03%
1,508
149
$63.1K 0.03%
1,547
-15,605
150
$61.2K 0.03%
1,111
+1,104
4 5
6
7 8