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
201
$20.1K 0.01%
180
+110
202
$19.9K 0.01%
+289
203
$19.3K 0.01%
400
204
$18.9K 0.01%
+78
205
$18.8K 0.01%
515
+5
206
$18.7K 0.01%
85
207
$18.2K 0.01%
67
208
$18K 0.01%
+295
209
$17.8K 0.01%
1,459
210
$17.7K 0.01%
183
+60
211
$17.7K 0.01%
130
+30
212
$17.4K ﹤0.01%
+400
213
$17.1K ﹤0.01%
74
+68
214
$16.1K ﹤0.01%
52
+50
215
$16.1K ﹤0.01%
85
-703
216
$15.9K ﹤0.01%
106
217
$15.7K ﹤0.01%
166
218
$15.1K ﹤0.01%
295
+262
219
$15K ﹤0.01%
144
+3
220
$14.3K ﹤0.01%
693
221
$14.2K ﹤0.01%
112
222
$14.1K ﹤0.01%
96
223
$13.9K ﹤0.01%
+309
224
$13.6K ﹤0.01%
104
225
$13.1K ﹤0.01%
+265
7 8
9
10 11