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
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.91M
3
+$1.5M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.45M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.35M

Top Sells

1
+$1.54M
2
+$979K
3
+$926K
4
TFII icon
TFI International
TFII
+$921K
5
EME icon
Emcor
EME
+$867K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 3.44%
5 Financials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.1K 0.01%
400
202
$18.9K 0.01%
193
-270
203
$18.5K 0.01%
308
204
$18.5K 0.01%
+40
205
$17.8K 0.01%
145
+4
206
$17.8K 0.01%
257
-102
207
$17.8K 0.01%
113
208
$17.6K 0.01%
95
+38
209
$17.3K 0.01%
45
+40
210
$17.1K 0.01%
+338
211
$16.8K 0.01%
153
+150
212
$16.6K 0.01%
85
213
$16.4K 0.01%
234
-234
214
$16.4K 0.01%
501
+1
215
$15.4K 0.01%
166
216
$15.4K 0.01%
248
+121
217
$15.2K 0.01%
54
218
$14.7K 0.01%
36
+1
219
$14.4K 0.01%
42
+3
220
$14.3K 0.01%
345
+328
221
$14.2K 0.01%
63
+42
222
$14.1K 0.01%
67
+64
223
$13.9K 0.01%
800
224
$13.4K 0.01%
109
+98
225
$13.3K 0.01%
+325
7 8
9
10 11