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
276
$60.5K 0.02%
501
277
$60.4K 0.02%
233
278
$60.3K 0.02%
414
+403
279
$59.1K 0.02%
91
+70
280
$59.1K 0.02%
895
+519
281
$59K 0.02%
482
282
$58.7K 0.02%
2,030
+1,338
283
$58.3K 0.02%
768
+635
284
$57.9K 0.02%
373
+165
285
$57.7K 0.02%
220
+212
286
$57.4K 0.02%
241
+59
287
$56.9K 0.02%
673
+536
288
$56.6K 0.02%
256
+43
289
$56.3K 0.02%
262
290
$56.3K 0.02%
1,462
291
$55.4K 0.02%
2,452
+4
292
$55.4K 0.02%
754
+565
293
$55.4K 0.02%
+780
294
$54.5K 0.02%
647
+513
295
$54.5K 0.02%
581
+568
296
$54.4K 0.02%
643
+332
297
$54.2K 0.02%
444
+370
298
$54.1K 0.02%
319
+283
299
$54.1K 0.02%
290
300
$54K 0.02%
1,201
+1,112
10 11
12
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