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
$355M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.33M
3
+$4.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.66M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.28M

Top Sells

1
+$7.62M
2
+$1.17M
3
+$1.06M
4
ASX icon
ASE Group
ASX
+$990K
5
MAS icon
Masco
MAS
+$973K

Sector Composition

1 Technology 3.84%
2 Healthcare 2.47%
3 Consumer Discretionary 2.38%
4 Financials 2.11%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49.1K 0.01%
701
+8
152
$48.2K 0.01%
159
153
$47.9K 0.01%
425
154
$47.7K 0.01%
348
155
$47.4K 0.01%
1,008
156
$47.1K 0.01%
627
-173
157
$45.8K 0.01%
+956
158
$45K 0.01%
+200
159
$44.6K 0.01%
3,509
160
$44.4K 0.01%
421
161
$44.3K 0.01%
+338
162
$43.2K 0.01%
206
+63
163
$42.8K 0.01%
127
+125
164
$40.7K 0.01%
774
-6,519
165
$40.5K 0.01%
481
+425
166
$39.8K 0.01%
1,566
-42
167
$39.7K 0.01%
985
168
$38.7K 0.01%
228
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169
$38.1K 0.01%
400
170
$37.5K 0.01%
300
171
$37K 0.01%
319
172
$37K 0.01%
56
173
$36.8K 0.01%
238
+2
174
$35.2K 0.01%
320
+302
175
$34.6K 0.01%
625
5 6
7
8 9