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
2651
$23 ﹤0.01%
+1
2652
$23 ﹤0.01%
8
-2
2653
$23 ﹤0.01%
+1
2654
$22 ﹤0.01%
1
-1
2655
$22 ﹤0.01%
1
2656
$22 ﹤0.01%
1
-1
2657
$21 ﹤0.01%
+4
2658
$20 ﹤0.01%
2
2659
$20 ﹤0.01%
1
2660
$20 ﹤0.01%
2
-6
2661
$19 ﹤0.01%
5
-2
2662
$19 ﹤0.01%
1
-6
2663
$19 ﹤0.01%
15
-30
2664
$19 ﹤0.01%
1
2665
$19 ﹤0.01%
8
-4
2666
$18 ﹤0.01%
+4
2667
$17 ﹤0.01%
9
-33
2668
$17 ﹤0.01%
+1
2669
$16 ﹤0.01%
+1
2670
$16 ﹤0.01%
+1
2671
$16 ﹤0.01%
+2
2672
$16 ﹤0.01%
+1
2673
$15 ﹤0.01%
3
-4
2674
$15 ﹤0.01%
17
-130
2675
$15 ﹤0.01%
+1
105 106
107
108 109