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
151
$67.5K 0.02%
265
+6
152
$66.8K 0.02%
334
-53
153
$63K 0.02%
572
154
$62.4K 0.02%
383
155
$61.9K 0.02%
250
156
$58.3K 0.01%
598
+117
157
$56.8K 0.01%
708
+7
158
$55.4K 0.01%
270
+64
159
$53.6K 0.01%
159
160
$52.9K 0.01%
627
161
$51.5K 0.01%
129
+2
162
$50.7K 0.01%
425
163
$50K 0.01%
200
164
$49.6K 0.01%
348
165
$48.9K 0.01%
3,509
166
$48.4K 0.01%
804
+30
167
$44.4K 0.01%
338
168
$44K 0.01%
60
+4
169
$43K 0.01%
985
170
$42.4K 0.01%
333
+14
171
$42.2K 0.01%
1,572
+6
172
$41K 0.01%
365
+10
173
$40.6K 0.01%
400
174
$40.2K 0.01%
3,006
-3,146
175
$39.5K 0.01%
191
5 6
7
8 9