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
401
$37.3K 0.01%
108
+61
402
$37.3K 0.01%
917
+849
403
$37.2K 0.01%
1,108
+250
404
$37.1K 0.01%
2,306
+522
405
$37.1K 0.01%
469
+73
406
$37K 0.01%
587
+350
407
$37K 0.01%
187
-21
408
$36.7K 0.01%
179
+73
409
$36.7K 0.01%
433
410
$36.6K 0.01%
1,549
+292
411
$36.5K 0.01%
106
+104
412
$36.3K 0.01%
892
+44
413
$36.1K 0.01%
45
+24
414
$35.8K 0.01%
+1,806
415
$35.7K 0.01%
738
+505
416
$35.6K 0.01%
+658
417
$35.6K 0.01%
137
+106
418
$35.5K 0.01%
1,129
-1,961
419
$35.5K 0.01%
183
-190
420
$35.3K 0.01%
286
+27
421
$35.1K 0.01%
271
+28
422
$35.1K 0.01%
524
+388
423
$35.1K 0.01%
585
+9
424
$35K 0.01%
71
+1
425
$35K 0.01%
425
+361
15 16
17
18 19