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
$273M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$3.34M
3
+$2.85M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.79M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.77M

Top Sells

1
+$3.01M
2
+$1.94M
3
+$1.25M
4
AVGO icon
Broadcom
AVGO
+$1.17M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M

Sector Composition

1 Technology 4.02%
2 Industrials 3.32%
3 Consumer Discretionary 3.13%
4 Healthcare 3%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29.7K 0.01%
143
-11
177
$28.4K 0.01%
610
178
$27K 0.01%
73
-13
179
$26K 0.01%
150
180
$23.9K 0.01%
147
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181
$23.3K 0.01%
238
-198
182
$22.1K 0.01%
1,459
-1,050
183
$21.1K 0.01%
100
-73
184
$20.6K 0.01%
516
185
$20.6K 0.01%
170
-221
186
$20K 0.01%
300
187
$19.6K 0.01%
+392
188
$19.1K 0.01%
400
189
$18.2K 0.01%
40
190
$17.8K 0.01%
38
-4
191
$17.7K 0.01%
+160
192
$17.5K 0.01%
85
193
$17.2K 0.01%
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194
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234
195
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190
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196
$16.9K 0.01%
338
197
$16.5K 0.01%
112
-1
198
$16.3K 0.01%
54
199
$15.7K 0.01%
106
-8,401
200
$15.7K 0.01%
67
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