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
2526
$67 ﹤0.01%
3
2527
$67 ﹤0.01%
3
-4
2528
$67 ﹤0.01%
1
2529
$67 ﹤0.01%
3
2530
$67 ﹤0.01%
+47
2531
$66 ﹤0.01%
1
2532
$66 ﹤0.01%
1
2533
$66 ﹤0.01%
7
-8
2534
$65 ﹤0.01%
2
2535
$65 ﹤0.01%
+35
2536
$64 ﹤0.01%
2
-2
2537
$64 ﹤0.01%
1
2538
$64 ﹤0.01%
5
2539
$63 ﹤0.01%
1
-102
2540
$63 ﹤0.01%
34
-135
2541
$63 ﹤0.01%
1
-4
2542
$62 ﹤0.01%
2
-9
2543
$62 ﹤0.01%
1
2544
$62 ﹤0.01%
2
+1
2545
$61 ﹤0.01%
1
2546
$61 ﹤0.01%
3
-4
2547
$61 ﹤0.01%
2
2548
$59 ﹤0.01%
+4
2549
$59 ﹤0.01%
1
2550
$59 ﹤0.01%
2
+1
100 101
102
103 104