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
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39.8K 0.02%
787
+769
177
$39.6K 0.02%
+497
178
$39.2K 0.02%
+171
179
$39K 0.02%
2,581
-1,225
180
$39K 0.02%
625
181
$38.9K 0.02%
20
+18
182
$38.7K 0.02%
1,617
-29,016
183
$38.6K 0.02%
339
-5
184
$38.4K 0.02%
1,462
185
$38.1K 0.01%
+1,051
186
$38.1K 0.01%
228
+5
187
$38.1K 0.01%
+479
188
$38.1K 0.01%
+229
189
$38K 0.01%
355
+300
190
$37.9K 0.01%
+65
191
$37.8K 0.01%
99
+90
192
$37.8K 0.01%
+166
193
$37.6K 0.01%
838
+777
194
$37.5K 0.01%
3,310
+3,225
195
$37.3K 0.01%
276
+183
196
$37K 0.01%
+749
197
$36.9K 0.01%
+1,019
198
$36.8K 0.01%
232
+231
199
$36.6K 0.01%
64
200
$36.6K 0.01%
+336
6 7
8
9 10