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
201
$36.4K 0.01%
366
+351
202
$36.2K 0.01%
+87
203
$36K 0.01%
521
+510
204
$35.8K 0.01%
+2,308
205
$35.8K 0.01%
104
+100
206
$35.7K 0.01%
146
+143
207
$35.7K 0.01%
+170
208
$35.6K 0.01%
73
209
$35.6K 0.01%
+727
210
$34.4K 0.01%
445
+436
211
$34.3K 0.01%
1,074
+1,054
212
$33.9K 0.01%
946
-28,035
213
$33.9K 0.01%
299
-1,241
214
$33.7K 0.01%
75
+70
215
$33.7K 0.01%
643
+608
216
$33.6K 0.01%
2,283
-1,226
217
$33.5K 0.01%
+111
218
$33.5K 0.01%
323
+296
219
$33.5K 0.01%
240
220
$33.2K 0.01%
+131
221
$33.2K 0.01%
494
+194
222
$33K 0.01%
473
+471
223
$32.7K 0.01%
1,193
+1,145
224
$32.6K 0.01%
157
225
$32.5K 0.01%
+1,946
7 8
9
10 11