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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.1K 0.02%
+2,025
177
$36.8K 0.02%
173
178
$36.7K 0.02%
1,129
179
$36.5K 0.02%
400
180
$36.2K 0.02%
930
-133
181
$35.9K 0.02%
678
+8
182
$33K 0.01%
300
183
$31.6K 0.01%
319
-6,857
184
$31.6K 0.01%
2,509
+50
185
$31.3K 0.01%
625
186
$30.5K 0.01%
302
+2
187
$29.4K 0.01%
154
+11
188
$28.9K 0.01%
+610
189
$27.8K 0.01%
56
+10
190
$27.6K 0.01%
86
+73
191
$24.7K 0.01%
390
192
$24.4K 0.01%
150
193
$23.6K 0.01%
516
194
$23.2K 0.01%
240
195
$23.2K 0.01%
1,266
+4
196
$22.1K 0.01%
229
+70
197
$21.8K 0.01%
+58
198
$21.5K 0.01%
2,114
199
$21.1K 0.01%
1,200
200
$20.6K 0.01%
300
-1
6 7
8
9 10