TWD
True Wealth Design Portfolio holdings
AUM
$284M
1-Year Return
11.73%
This Quarter Return
+3.01%
1 Year Return
+11.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$273M
AUM Growth
+$35M
(+15%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
10.19%
Top 10 Holdings %
Top 10 Hldgs %
60.29%
Holding
893
New
33
Increased
100
Reduced
200
Closed
110
Top Buys
Top Sells
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$3.01M |
| 2 |
Dimensional National Municipal Bond ETF
DFNM
|
$1.94M |
| 3 |
PPG Industries
PPG
|
$1.25M |
| 4 |
Broadcom
AVGO
|
$1.17M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.05M |
Sector Composition
| 1 | Technology | 4.02% |
| 2 | Industrials | 3.32% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Healthcare | 3% |
| 5 | Financials | 2.44% |
