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
$355M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.33M
3
+$4.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.66M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.28M

Top Sells

1
+$7.62M
2
+$1.17M
3
+$1.06M
4
ASX icon
ASE Group
ASX
+$990K
5
MAS icon
Masco
MAS
+$973K

Sector Composition

1 Technology 3.84%
2 Healthcare 2.47%
3 Consumer Discretionary 2.38%
4 Financials 2.11%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33.1K 0.01%
+355
177
$32.1K 0.01%
528
+104
178
$31.6K 0.01%
291
+150
179
$31.2K 0.01%
61
+59
180
$30.5K 0.01%
+58
181
$30.4K 0.01%
191
-450
182
$30.1K 0.01%
1,462
183
$29.9K 0.01%
73
184
$29.2K 0.01%
55
+51
185
$26.8K 0.01%
150
186
$26.7K 0.01%
+200
187
$26.1K 0.01%
100
188
$25.6K 0.01%
64
+59
189
$25.2K 0.01%
1,427
+1,389
190
$25.2K 0.01%
52
191
$25K 0.01%
147
192
$24.3K 0.01%
89
+88
193
$24.3K 0.01%
310
+280
194
$23.2K 0.01%
+150
195
$23.2K 0.01%
300
196
$22.8K 0.01%
243
+3
197
$22K 0.01%
156
198
$21.6K 0.01%
37
199
$21.1K 0.01%
490
+475
200
$20.5K 0.01%
516
6 7
8
9 10