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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25.8K 0.01%
+359
177
$25.8K 0.01%
+283
178
$25.6K 0.01%
+799
179
$25.4K 0.01%
+174
180
$23.5K 0.01%
+150
181
$22.7K 0.01%
+240
182
$21.3K 0.01%
+516
183
$21.3K 0.01%
+390
184
$21K 0.01%
+46
185
$20.7K 0.01%
+119
186
$20.4K 0.01%
+150
187
$20.3K 0.01%
+1,262
188
$19.7K 0.01%
+308
189
$19K 0.01%
+400
190
$18.9K 0.01%
+301
191
$18.6K 0.01%
+98
192
$17.9K 0.01%
+113
193
$17.3K 0.01%
+68
194
$17K 0.01%
+2,114
195
$16.5K 0.01%
+141
196
$16.4K 0.01%
+159
197
$15.9K 0.01%
+500
198
$15.3K 0.01%
+85
199
$15.3K 0.01%
+1,200
200
$14.9K 0.01%
+166
6 7
8
9 10