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
251
$67.2K 0.02%
660
+14
252
$67K 0.02%
1,166
+38
253
$67K 0.02%
447
254
$66.5K 0.02%
373
+357
255
$66.4K 0.02%
624
+37
256
$66.3K 0.02%
1,642
+1,616
257
$66K 0.02%
1,555
+1,139
258
$66K 0.02%
1,942
+979
259
$65.9K 0.02%
348
260
$65.9K 0.02%
395
+326
261
$65.8K 0.02%
691
+270
262
$65.7K 0.02%
657
+526
263
$65.6K 0.02%
265
+248
264
$64.8K 0.02%
343
+143
265
$64.1K 0.02%
253
+103
266
$63.9K 0.02%
498
+362
267
$63.6K 0.02%
1,051
+1,043
268
$63.3K 0.02%
268
+233
269
$63K 0.02%
640
+172
270
$63K 0.02%
255
+199
271
$62.6K 0.02%
94
272
$62.5K 0.02%
442
+286
273
$62.1K 0.02%
313
+249
274
$61.5K 0.02%
327
+195
275
$60.7K 0.02%
287
+255
9 10
11
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