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
326
$47.3K 0.01%
200
+127
327
$47.2K 0.01%
625
-12
328
$47K 0.01%
356
+248
329
$47K 0.01%
1,113
+815
330
$46.6K 0.01%
109
+70
331
$46.6K 0.01%
334
+10
332
$46.5K 0.01%
1,547
+785
333
$46.3K 0.01%
485
+311
334
$46.3K 0.01%
192
+130
335
$46.2K 0.01%
385
+219
336
$46.2K 0.01%
226
+197
337
$46K 0.01%
549
+30
338
$46K 0.01%
532
+329
339
$45.9K 0.01%
213
+11
340
$45.7K 0.01%
594
+399
341
$45.7K 0.01%
109
+96
342
$45.7K 0.01%
587
+156
343
$45.6K 0.01%
286
+174
344
$45.5K 0.01%
200
+5
345
$45.2K 0.01%
2,684
-162
346
$45.1K 0.01%
3,557
+1,181
347
$45K 0.01%
522
+125
348
$45K 0.01%
613
+168
349
$44.8K 0.01%
149
+39
350
$44.7K 0.01%
352
+255
12 13
14
15 16