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
$401M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.75M
3
+$5.52M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.86M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.8M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$1.16M
4
USB icon
US Bancorp
USB
+$985K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.3%
3 Financials 2.24%
4 Healthcare 2.14%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$146K 0.04%
2,517
-278
127
$140K 0.03%
1,550
-70
128
$139K 0.03%
3,530
-65
129
$134K 0.03%
1,184
+179
130
$133K 0.03%
3,144
131
$128K 0.03%
1,187
132
$128K 0.03%
3,719
-140
133
$127K 0.03%
1,729
134
$119K 0.03%
3,237
-106
135
$112K 0.03%
144
+107
136
$108K 0.03%
282
+10
137
$108K 0.03%
817
+16
138
$101K 0.03%
+2,633
139
$98.1K 0.02%
2,914
+187
140
$91.3K 0.02%
785
+125
141
$90.4K 0.02%
1,665
142
$90K 0.02%
214
-19
143
$86.1K 0.02%
1,755
+799
144
$85.8K 0.02%
164
-63
145
$83K 0.02%
661
+240
146
$75.2K 0.02%
1,116
+5
147
$74.8K 0.02%
411
+173
148
$74.4K 0.02%
412
+8
149
$70.1K 0.02%
455
+2
150
$69.1K 0.02%
395
+167
4 5
6
7 8