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
376
$40.6K 0.01%
94
+12
377
$40.5K 0.01%
2,378
+1,604
378
$40.4K 0.01%
160
+138
379
$40.3K 0.01%
413
+202
380
$40.2K 0.01%
485
381
$39.8K 0.01%
355
+325
382
$39.7K 0.01%
2,711
+2,512
383
$39.6K 0.01%
594
+502
384
$39.4K 0.01%
65
+5
385
$39.4K 0.01%
1,367
+927
386
$39.2K 0.01%
257
+155
387
$38.8K 0.01%
83
-39
388
$38.8K 0.01%
52
389
$38.7K 0.01%
795
+23
390
$38.7K 0.01%
3,489
+565
391
$38.5K 0.01%
461
-242
392
$38.5K 0.01%
1,091
+232
393
$38.4K 0.01%
2,665
+73
394
$38.4K 0.01%
452
+218
395
$37.9K 0.01%
90
+12
396
$37.9K 0.01%
416
+353
397
$37.9K 0.01%
117
+95
398
$37.9K 0.01%
1,006
+541
399
$37.5K 0.01%
1,354
-16
400
$37.4K 0.01%
378
+377
14 15
16
17 18