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
301
$54K 0.02%
286
+203
302
$53.8K 0.02%
280
-19
303
$53K 0.02%
4,534
+948
304
$52.1K 0.02%
356
-46
305
$52K 0.02%
389
-167
306
$51.4K 0.02%
1,797
+1,687
307
$50.8K 0.02%
83
+74
308
$50.1K 0.02%
282
+4
309
$50K 0.02%
497
+396
310
$49.7K 0.02%
207
+136
311
$49.6K 0.02%
195
-197
312
$49.5K 0.02%
2,011
+911
313
$49.4K 0.02%
494
+30
314
$49.4K 0.02%
+3,100
315
$49.4K 0.02%
439
+373
316
$48.7K 0.01%
+3,443
317
$48.6K 0.01%
278
+113
318
$48.4K 0.01%
1,074
+936
319
$48.4K 0.01%
1,213
+710
320
$48.1K 0.01%
124
+89
321
$47.8K 0.01%
569
+3
322
$47.8K 0.01%
169
-11
323
$47.8K 0.01%
1,035
-128
324
$47.8K 0.01%
2,233
+863
325
$47.5K 0.01%
2,070
+1,627
11 12
13
14 15