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
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$46.9K 0.02%
+601
152
$46.9K 0.02%
387
-211
153
$46.7K 0.02%
735
-17,221
154
$46.6K 0.02%
551
+3
155
$46.6K 0.02%
+823
156
$46.6K 0.02%
+161
157
$46.1K 0.02%
107
+104
158
$44.8K 0.02%
139
159
$44.5K 0.02%
1,581
+9
160
$43.8K 0.02%
+2,858
161
$43.7K 0.02%
+337
162
$43.7K 0.02%
1,117
+1,089
163
$43.5K 0.02%
352
+340
164
$43.2K 0.02%
+778
165
$42.7K 0.02%
400
166
$42.4K 0.02%
154
+153
167
$42.1K 0.02%
308
+296
168
$42K 0.02%
188
+183
169
$42K 0.02%
1,126
+1,081
170
$41.5K 0.02%
+305
171
$41.5K 0.02%
+668
172
$41.3K 0.02%
167
+166
173
$40.7K 0.02%
+174
174
$40.5K 0.02%
+732
175
$40.3K 0.02%
175
+168
5 6
7
8 9