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
2576
$49 ﹤0.01%
1
2577
$49 ﹤0.01%
14
-45
2578
$49 ﹤0.01%
+1
2579
$48 ﹤0.01%
1
2580
$47 ﹤0.01%
+1
2581
$47 ﹤0.01%
1
2582
$47 ﹤0.01%
2
-1
2583
$47 ﹤0.01%
2
2584
$46 ﹤0.01%
1
2585
$46 ﹤0.01%
2
2586
$46 ﹤0.01%
+1
2587
$46 ﹤0.01%
+3
2588
$45 ﹤0.01%
3
+1
2589
$45 ﹤0.01%
+3
2590
$44 ﹤0.01%
+10
2591
$43 ﹤0.01%
3
2592
$43 ﹤0.01%
5
2593
$43 ﹤0.01%
2
2594
$42 ﹤0.01%
1
2595
$42 ﹤0.01%
25
-133
2596
$42 ﹤0.01%
+4
2597
$41 ﹤0.01%
5
2598
$40 ﹤0.01%
7
-26
2599
$40 ﹤0.01%
5
-51
2600
$40 ﹤0.01%
1
102 103
104
105 106