TWD

True Wealth Design Portfolio holdings

AUM $360M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,918
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$685K
3
+$593K
4
RFIX
Simplify Bond Bull ETF
RFIX
+$458K
5
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$392K

Top Sells

1
+$269K
2
+$231K
3
+$197K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$193K
5
FTNT icon
Fortinet
FTNT
+$136K

Sector Composition

1 Technology 4.05%
2 Industrials 2.58%
3 Financials 2.02%
4 Consumer Discretionary 1.98%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73.1K 0.02%
150
-1
227
$72.7K 0.02%
1,604
+905
228
$72.7K 0.02%
128
+67
229
$72.5K 0.02%
1,438
+215
230
$71.9K 0.02%
333
-6
231
$71.5K 0.02%
604
+419
232
$70.7K 0.02%
301
+33
233
$70.7K 0.02%
73
+56
234
$70.6K 0.02%
1,114
+908
235
$70.3K 0.02%
125
+118
236
$70.3K 0.02%
695
+683
237
$69.9K 0.02%
1,668
+1,501
238
$69.5K 0.02%
1,397
+232
239
$69.3K 0.02%
1,556
+1,417
240
$69.2K 0.02%
245
+169
241
$68.8K 0.02%
279
+48
242
$68.7K 0.02%
548
+361
243
$68.6K 0.02%
1,432
-84
244
$68.4K 0.02%
314
+248
245
$68.4K 0.02%
2,412
+1,408
246
$68.4K 0.02%
349
+300
247
$68K 0.02%
409
+270
248
$67.6K 0.02%
764
+168
249
$67.5K 0.02%
1,948
+1,477
250
$67.4K 0.02%
371
+43
8 9
10
11 12