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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.6M
3
+$13.6M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.74%
2 Industrials 4.66%
3 Technology 4.3%
4 Consumer Discretionary 3.5%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.9K 0.01%
+1,000
202
$14.9K 0.01%
+168
203
$14.8K 0.01%
+35
204
$14.4K 0.01%
+54
205
$14.3K 0.01%
+39
206
$13.4K 0.01%
+267
207
$12.1K 0.01%
+487
208
$11.8K 0.01%
+79
209
$11.5K 0.01%
+1,377
210
$11.4K 0.01%
+600
211
$11.2K 0.01%
+34
212
$11.2K 0.01%
+215
213
$11K 0.01%
+1,000
214
$10.9K 0.01%
+96
215
$10.7K 0.01%
+150
216
$10.7K ﹤0.01%
+871
217
$10.6K ﹤0.01%
+1,100
218
$10.4K ﹤0.01%
+139
219
$10.2K ﹤0.01%
+1,000
220
$10.1K ﹤0.01%
+880
221
$9.98K ﹤0.01%
+453
222
$9.9K ﹤0.01%
+53
223
$9.87K ﹤0.01%
+100
224
$9.59K ﹤0.01%
+144
225
$9.37K ﹤0.01%
+57
7 8
9
10 11