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
151
$61.1K 0.03%
302
152
$58.1K 0.02%
572
153
$57.8K 0.02%
253
154
$56.4K 0.02%
1,008
155
$52.9K 0.02%
383
-409
156
$52K 0.02%
394
157
$51.3K 0.02%
348
158
$51.1K 0.02%
800
159
$47.6K 0.02%
1,950
-672
160
$46.8K 0.02%
250
-190
161
$45.6K 0.02%
228
+19
162
$45.4K 0.02%
1,517
+159
163
$44.7K 0.02%
4,935
164
$44.2K 0.02%
574
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165
$44.1K 0.02%
327
166
$44K 0.02%
1,911
167
$44K 0.02%
985
+830
168
$42.4K 0.02%
436
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169
$41.2K 0.02%
425
170
$40.9K 0.02%
603
+1
171
$40.7K 0.02%
391
+223
172
$39.3K 0.02%
3,509
173
$39.1K 0.02%
421
+400
174
$38.8K 0.02%
159
175
$38K 0.02%
239
-3
5 6
7
8 9