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
201
$24.6K 0.01%
63
+2
202
$24.3K 0.01%
50
+22
203
$24.2K 0.01%
400
204
$24.2K 0.01%
150
205
$24K 0.01%
392
+287
206
$22.2K 0.01%
131
+115
207
$21.9K 0.01%
1,194
-233
208
$21.6K 0.01%
516
209
$21.5K 0.01%
69
+2
210
$21.2K 0.01%
78
211
$20.9K 0.01%
289
212
$20.5K 0.01%
82
+8
213
$20K 0.01%
85
214
$19.9K 0.01%
1,502
+43
215
$19.3K ﹤0.01%
400
216
$19.3K ﹤0.01%
100
217
$18.6K ﹤0.01%
75
+72
218
$18.2K ﹤0.01%
332
+175
219
$17.5K ﹤0.01%
85
220
$17.2K ﹤0.01%
318
+23
221
$16.4K ﹤0.01%
179
-64
222
$16K ﹤0.01%
55
+3
223
$16K ﹤0.01%
110
+4
224
$15.9K ﹤0.01%
295
225
$15.8K ﹤0.01%
166
7 8
9
10 11