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
351
$44.7K 0.01%
661
+282
352
$44.6K 0.01%
203
+64
353
$44.4K 0.01%
1,221
+1,192
354
$44.2K 0.01%
1,246
-37
355
$44.2K 0.01%
478
+466
356
$43.9K 0.01%
276
+98
357
$43.8K 0.01%
388
-63
358
$43.8K 0.01%
420
359
$43.7K 0.01%
443
360
$43.4K 0.01%
1,863
+247
361
$43K 0.01%
4,689
+595
362
$42.7K 0.01%
335
-69
363
$42.7K 0.01%
1,010
+688
364
$42.4K 0.01%
863
+818
365
$42.2K 0.01%
267
-4
366
$42.1K 0.01%
755
+526
367
$42.1K 0.01%
160
+147
368
$41.7K 0.01%
442
+64
369
$41.7K 0.01%
548
+68
370
$41.6K 0.01%
424
+118
371
$41.5K 0.01%
39
+8
372
$41.2K 0.01%
400
373
$41K 0.01%
1,500
+450
374
$40.8K 0.01%
625
375
$40.6K 0.01%
141
+139
13 14
15
16 17