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
426
$35K 0.01%
131
+106
427
$34.9K 0.01%
190
+65
428
$34.7K 0.01%
387
+309
429
$34.7K 0.01%
1,135
+437
430
$34.5K 0.01%
324
+290
431
$34.4K 0.01%
1,301
+32
432
$34.4K 0.01%
387
+5
433
$34.3K 0.01%
321
+225
434
$33.8K 0.01%
1,012
+704
435
$33.7K 0.01%
548
+493
436
$33.3K 0.01%
608
+19
437
$33.2K 0.01%
49
+12
438
$33K 0.01%
1,296
+974
439
$32.7K 0.01%
805
+111
440
$32.6K 0.01%
233
+90
441
$32.5K 0.01%
443
+33
442
$32.1K 0.01%
744
+471
443
$31.3K 0.01%
1,104
+529
444
$31.1K 0.01%
+1,507
445
$31.1K 0.01%
585
+526
446
$30.9K 0.01%
+210
447
$30.9K 0.01%
408
+382
448
$30.9K 0.01%
326
+317
449
$30.7K 0.01%
712
+605
450
$30.5K 0.01%
1,207
-215
16 17
18
19 20