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
$401M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.75M
3
+$5.52M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.86M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.8M

Top Sells

1
+$11.4M
2
+$1.18M
3
+$1.16M
4
USB icon
US Bancorp
USB
+$985K
5
INGR icon
Ingredion
INGR
+$895K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 2.3%
3 Financials 2.24%
4 Healthcare 2.14%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.01%
137
-2,942
177
$38.1K 0.01%
335
+15
178
$38K 0.01%
625
179
$36.5K 0.01%
268
+124
180
$35.1K 0.01%
+355
181
$34.6K 0.01%
541
+13
182
$33.7K 0.01%
58
+3
183
$33K 0.01%
155
+5
184
$32.4K 0.01%
1,462
185
$32.4K 0.01%
73
186
$31.4K 0.01%
240
-60
187
$31.1K 0.01%
320
+10
188
$30.5K 0.01%
230
+50
189
$30.2K 0.01%
352
+300
190
$28.3K 0.01%
186
+30
191
$28.2K 0.01%
300
+9
192
$27.5K 0.01%
67
+3
193
$27.3K 0.01%
52
194
$27.1K 0.01%
90
+1
195
$26.8K 0.01%
147
196
$26.4K 0.01%
505
+15
197
$26K 0.01%
200
198
$25.9K 0.01%
100
+79
199
$25.4K 0.01%
300
200
$24.7K 0.01%
50
-8
6 7
8
9 10